Fee-Transparency
Vestbridge offers a simple, competitive, transparent,
and tiered advisory fee based on your portfolio’s size:
| Account Value | Management Fee % |
|---|---|
| On the first $250,000 | 1.25%, then |
| From $250,001 to $500,000 | 1.15%, then |
| From $500,001 to $2,000,000 | 1.05%, then |
| From $2,000,001 to $5,000,000 | 0.80%, then |
| From $5,000,001 to $10,000,000 | 0.60%, then |
| From $10,000,001 to $25,000,000 | 0.50%, then |
| On $25,000,001 and above | 0.45% |
As your fiduciary, Vestbridge is committed to providing you with access to the products that can create and maintain your wealth. In order to maximize your portfolio, we secure those products in the most efficient manner for you.
We do not base fees on performance, because this can inspire short-term gains at the expense of proper, long-term risk management.
When comparing portfolio management services, we encourage you to scrutinize the fee structure and evaluate the services you are provided. Vestbridge provides a personalized experience, regardless of your investment commitment.
Ready to learn more about
smart, personalized investing?
Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.
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