Vestgen Investment Management Fees & Minimum

Overview

Headquarters: Egg Harbor Twp., NJ
Total Firm Assets: $787 million
Average High-Net-Worth Client Portfolio Size: $0.6 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: 2026 PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.20%
$500,001	$1,000,000	1.85%
$1,000,001	and above	1.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,250	2.02%
$5 million	$70,250	1.40%
$10 million	$132,750	1.33%
$50 million	$632,750	1.27%
$100 million	$1,257,750	1.26%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 15.45%
Number of High-Net-Worth Clients: 201
Total Client Accounts: 2,352
Discretionary Accounts: 1,918
Non-Discretionary Accounts: 434

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 118851

2026 PART 2A (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Vestgen Investment Management