Vestia Personal Wealth Advisors Fees & Minimum

Overview

Headquarters: Fort Wayne, IN
Total Firm Assets: $1.1 billion
Average High-Net-Worth Client Portfolio Size: $0.3 million

Fee Disclosure

Source: VESTIA PERSONAL WEALTH ADVISORS FORM ADV PART 2A - 20190530 (2026-09-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.50%

Stated Minimum Annual Fee: $1,200

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$5,000	0.50%
$5 million	$25,000	0.50%
$10 million	$50,000	0.50%
$50 million	$250,000	0.50%
$100 million	$500,000	0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 91.06%
Number of High-Net-Worth Clients: 3,105
Total Client Accounts: 3,987
Discretionary Accounts: 3,987

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 290565

VESTIA PERSONAL WEALTH ADVISORS FORM ADV PART 2A - 20190530 (2026-09-22) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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Vestia Personal Wealth Advisors