Affordable for All
We want to help as many people as possible build the best portfolio for their future story. To that end, Vestory has some of the lowest fees and account minimums in the investment advisory business.
For our introductory Vestory One clients, advisory fees are just 0.9% per year and our account minimum is only $5,000.
Our full-service Vestory advisory fees start at 0.9% per year and our account minimum is $250,000. The annual fee declines to only 0.4% on assets of $1 million to $2 million, on assets above $2 million, the annual fee is 0.25%.
That’s it. There are no hidden charges, fees, commissions, or expenses paid to Vestory.
Of course, there may be transaction charges to buy or sell funds through your Schwab or other custodial account and the mutual funds that you own within your portfolio to have their own internal fees and expenses. However, the personalized advice and portfolio management you receive from Vestory will cost you no more than 0.9% of your assets under management with us.
Vestory, LLC is a registered investment advisor located in Arizona, Washington, and Florida. You can read Vestory's form ADV here. Vestory and its investment advisor representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those states in which Vestory maintains clients. Vestory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Vestory's Web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
ACCESS TO THE SITE
NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES
Neither the information nor any opinion expressed on this Site constitutes an offer by Vestory to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.
Any investment products and services mentioned on this Site may have tax consequences. It is important to bear in mind that Vestory does not provide tax advice. The levels and bases of taxation can change. Your tax affairs are your own responsibility and you should consult your own attorneys or other tax advisors in order to understand the tax consequences of any investment products and services mentioned on this Site.
UNAVAILABILITY IN SOME JURISDICTIONS
None of the investment products or services mentioned on this Site are available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contrary to local law or regulation.
In addition to the obligations set forth above, you agree not to access or use this Site to:
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LINKS TO THIRD PARTY WEB SITES
This Site may contain links to other Web sites, including links to the Web sites of companies that provide related information, products and services. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Vestory makes no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products, or services available on or through such third party Web sites.
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LIMITATIONS OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL VESTORY OR OUR AFFILIATES, PARENT COMPANY, DIRECTORS, OFFICERS, AGENTS, EMPLOYEES OR LICENSORS BE LIABLE TO YOU OR ANYONE ELSE FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE, OR SIMILAR DAMAGES (INCLUDING LOSS OF USE, LOSS OF PROFITS OR LOSS OF DATA) ARISING OUT OF OR RELATED TO THIS SITE OR YOUR USE OF THIS SITE, OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE ON THE INFORMATION PROVIDED ON OR AVAILABLE THROUGH THIS SITE, REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE TOTAL CUMULATIVE LIABILITY OF Vestory AND OUR AFFILIATES, PARENT COMPANY, DIRECTORS, OFFICERS, AGENTS, EMPLOYEES AND LICENSORS ARISING FROM OR RELATED TO THIS SITE AND YOUR USE OF THIS SITE, REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT, OR OTHERWISE, SHALL NOT EXCEED THE GREATER OF (A) THE TOTAL AMOUNTS PAID BY YOU TO ACCESS AND USE THIS SITE IN THE TWELVE (12) MONTHS PRECEDING THE FIRST SUCH CLAIM, OR (B) ONE HUNDRED DOLLARS ($100). THE EXISTENCE OF ONE OR MORE CLAIMS SHALL NOT INCREASE THIS LIMITATION.
GOVERNING LAW; JURISDICTION
Vestory, LLC Attn: Managing Director 1301 120th Avenue NE, Bellevue, WA, 98005 - 800-386-3004
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