Vestie
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vestie provides discretionary investment management to individual investors through an interactive website and mobile application, offering personalized portfolio services for retail clients rather than institutional or pooled vehicles. The firm delivers advice and implements portfolios using exchange-traded funds and cash-equivalent positions, and does not sponsor wrap programs or advise private funds.
Vestie’s platform elicits each client’s financial situation and risk tolerance during onboarding and assigns clients to one of three risk-based model portfolios (Conservative, Balanced, Growth). Portfolios are implemented through a strategic asset-allocation approach using diversified ETF allocations and are monitored and rebalanced by the firm on an ongoing basis.
The firm is structured as a solo practitioner, newly registered with the SEC and owned by a single principal, and operates exclusively through software-based delivery rather than traditional advisor-client meetings. Vestie charges a flat subscription fee and routes client custody through a third-party qualified custodian, which may make it more accessible to smaller retail accounts and distinguishes it from many peer firms that manage private funds or use asset-based fee models.
Client services
Expertise
Fee options
$14 per month or $139 annually, billed in advance
Main office
1920 McKinney Ave, 7th Floor
Dallas TX 75201
Advisors at this office
1
Most active in
Delaware · Texas
Also doing business as
Vestie · Vestie, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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