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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2007
- Office Locations
- 1
Office Locations
About Vesta Financialcare
Vesta FinancialCare provides concierge-style personal financial management for individuals who want a trusted, ongoing point person for day-to-day finances and long-term planning. Services include bill pay, income collection/deposits, health insurance claim support, tax return preparation, and investment management. Investment work emphasizes asset allocation and active management using mutual funds/index funds, with Fidelity/NFS and Vanguard custody.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WINFIELD ERNST AKELEY
Chief Compliance Officer, President
- CRD
- #5302011
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,489,335 | -- |
| Non-Discretionary | $2,681,798 | -- |
| Total | $34,171,133 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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