Vest Financial LLC

CRD#165976
Investment Advisor Firm

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Learn more about Vest Financial LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Vest Financial LLC is located at 8350 Broad St, Mc Lean, VA. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Vest Financial LLC is not a registered broker-dealer.

    The firm oversees $39.3 billion in assets under management across 145 accounts, all of which are discretionary. Services offered include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. Vest Financial LLC maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor. The firm operates on an asset-based fee structure and serves investment companies and pooled investment vehicles, with investment companies representing the largest client type by accounts.

    Vest Financial LLC is registered in the states of Arizona, California, Colorado, Illinois, Maryland, Massachusetts, South Carolina, and Virginia.

    Assets Under Management

    $39.3 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    8350 Broad St
    Mc Lean, VA 22102-5150

    Vest Financial LLC by the Numbers

    Total Assets Under Management

    $39.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    43

    National Average: 64
    Total Number of Accounts

    145

    National Average: 375,227
    Average Account Size

    $271.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually vary depending on which services are offered. However, fees charged by Vest Financial LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Vest Financial LLC. Vest Financial LLC has the ability to withdraw its fees directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with investment companies and pooled investment vehicles. Out of its 145 clients, Vest Financial LLC's biggest client type by number of accounts is investment companies. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • 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

    Vest Financial LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Vest Financial LLC

    Daniel Sablik
    Mc Lean, VA
    Patrick Scanlon
    Wenham, MA
    Andrew Torok
    Ladera Ranch, CA
    Christopher Lee
    San Francisco, CA
    Jeffery Chang
    Marina Del Rey, CA
    Karan Sood
    Mc Lean, VA
    Christopher Mortimer
    Charleston, SC
    Alyson Russ
    Mc Lean, VA
    Matthew Mcfarland
    Glen Ellyn, IL

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