Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $500,000 for Vestor Capital direct investment management relationship (Conditions for Managing Portfolios). Vestor Capital’s own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Vestor Capital’s own published fee schedule works out to $6,750 a year.
The minimum, in the firm’s own words
“We typically require prospective clients to have a minimum of $500,000 to invest, and an in-depth meeting to determine that a client’s goals and our services are compatible prior to opening any Client account.”
On waivability: “The minimum asset value may be waived or adjusted for related persons and certain other specific Clients and organizations.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Vestor Capital direct investment management relationship (Conditions for Managing Portfolios) | $500,000 | $6,750 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, March 30, 2026 | |||
Vestor Capital’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,375 |
| $500,000 | $6,750 |
| $1,000,000 | $13,500 |
| $2,000,000 | $26,000 |
What else to know
Vestor Capital’s Ausdal Financial Partners referral program has its own, lower $250,000 minimum, and its Fixed Income Only Relationships fee schedule carries a separate $2,500 minimum FEE (not an account-size minimum) for that specific sleeve; neither is the general figure priced here.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Vestor Capital’s own published fee schedule runs $6,750 a year; see the full dollar breakdown from Vestor Capital’s own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Fort Washington Investment Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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Source: WiserAdvisor’s service descriptionSources
- 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, quoting directly from Vestor Capital’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.