Overview
- Headquarters
- Richmond, IN
- Total Firm Assets
- $383 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: VISTA BROCHURE (2026-08-31)
· View brochure text
Latest filing: OHW BROCHURE (2026-08-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 65.06%
- Number of High-Net-Worth Clients
- 94
- Total Client Accounts
- 1,548
- Discretionary Accounts
- 1,547
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 327983
- OHW BROCHURE (2026-08-31) · View brochure text
- VISTA BROCHURE (2026-08-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗