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Updated September 28, 2026. Quick answer: Vestor Capital discloses a tiered schedule starting at 1.35% in its Form ADV Part 2A (March 30, 2026). Converted to dollars, that runs $6,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 30, 2026): “Annual Fee Schedule for Equity and Balanced Accounts Asset Fee Tier Maximum Fee On the First $1,000,000 1.35% On the next $2,000,000 1.25% On the next $2,000,000 1.20% On the next $1,000,000 1.10% On assets over $6,000,000 1.00%”
Note: CRD 165855 verified ACTIVE and SEC-registered (isIAFirm: Y) via the live SEC IAPD API this session. As of December 31, 2025, Vestor Capital reported total advisory AUM of $2,275,902,104 ($2,274,576,000 discretionary, $1,326,103 non-discretionary). New clients generally need a minimum of $500,000 to invest; the Basic Fee Schedule for Equity and Balanced accounts priced here is explicitly labeled the firm’s maximum permitted fee, with no separate minimum dollar fee disclosed for that schedule (a $2,500 minimum fee applies only to a separate fixed-income-only offering, not priced here).
- First $1,000,000: 1.35%
- Next $2,000,000 ($1,000,000 to $3,000,000): 1.25%
- Next $2,000,000 ($3,000,000 to $5,000,000): 1.20%
- Next $1,000,000 ($5,000,000 to $6,000,000): 1.10%
- Over $6,000,000: 1.00%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,375 | 1.35% |
| $500,000 | $6,750 | 1.35% |
| $1,000,000 | $13,500 | 1.35% |
| $2,000,000 | $26,000 | 1.30% |
Vestor Capital’s Basic Fee Schedule for Equity and Balanced accounts is labeled its maximum permitted fee, tiered from 1.35% on the first $1,000,000 down to 1.00% above $6,000,000. The figures below apply that schedule marginally to each bracket; a separate, lower fixed-income-only schedule and higher-cost co-advisory program schedules also exist but are not the default equity/balanced pricing used here.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Vestor Capital’s own published rate runs $6,750 a year.
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- Form ADV Part 2A (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029123
- SEC Investment Adviser Public Disclosure, Vestor Capital, LLC (CRD #165855): https://adviserinfo.sec.gov/firm/summary/165855
- Vestor Capital, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/165855/PDF/165855.pdf
Methodology. This page was built September 28, 2026, drawing on Vestor Capital’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Vestor Capital instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Is Vestor Capital a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Vestor Capital’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Vestor Capital against other options? See Vestor Capital alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.