Vesto Advisors, LLC
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Overview
Vesto Advisors, LLC operates as a financial advisory company located in New York, New York. The firm controls $43.6 million in assets under management across 39 customer accounts. The company has a small group, including 2 financial advisors. Vesto Advisors, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, equities and options.
Vesto Advisors, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without needing to seek client authorization. The firm's typical account size is $1.1 million. The typical advisor at Vesto Advisors, LLC oversees about 20 client accounts, placing it among the more personalized firms in the country.
Vesto Advisors, LLC's central office is at 450 Park Ave S, New York, New York 10016. Vesto Advisors, LLC is permitted to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vesto Advisors, LLC by the Numbers
$43.6 million
3
39
$1.1 million
Products and Services
Vesto Advisors, LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. However, Vesto Advisors, LLC did not provide financial planning services to any of its customers in the last financial year. The company does not sell products or offer services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Vesto Advisors, LLC most likely are comprised of the following fee structures: fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Vesto Advisors, LLC.
Available
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm provides services to corporations. Out of its 39 customers, Vesto Advisors, LLC's biggest client group by number of accounts is corporations. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vesto Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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