Vestmark Advisory Solutions, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Vestmark Advisory Solutions, Inc
Overview
Vestmark Advisory Solutions, Inc operates as an advisory company that has its headquarters in Wakefield, Massachusetts. It has $3.5 billion in total assets across 11,993 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). Vestmark Advisory Solutions, Inc has a small group, including 18 financial advisors. Vestmark Advisory Solutions, Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.
Vestmark Advisory Solutions, Inc administers the majority of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without needing to seek client consent. It also oversees 753 non-discretionary accounts with a total of $270.2 million in assets. The investment advisory firm manages an average of $291,206 for every client account. The average advisor at Vestmark Advisory Solutions, Inc oversees about 666 client accounts.
The company's headquarters is located at 100 Quannapowitt Pkwy, Wakefield, Massachusetts 1880. The firm is permitted to serve clients throughout a number of states, including Massachusetts and New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vestmark Advisory Solutions, Inc by the Numbers
$3.5 billion
18
11,993
$291.2 thousand
Fee Structure
Fees for financial advisory services usually are based on which services the firm provides the client. Fees charged by Vestmark Advisory Solutions, Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Disclosures
Vestmark Advisory Solutions, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.