Vesta Wealth Management, LLC

VESTA Wealth Management, LLC, established in 2013, is a financial advisory firm based in Miami, Florida. Led by President Daniele Ghiotti, the firm specializes in financial planning, consulting, and investment management services. VWM offers a range of services, including business planning, tax planning, retirement planning, estate planning, insurance needs analysis, and education planning. Clients are required to enter into written engagement agreements outlining the terms of the advisory relationship. For financial planning and consulting services, VWM charges hourly fees ranging from $200 to $1,500 and fixed fees from $10,000 to $50,000. Investment management services are provided on a discretionary basis, with fees ranging from 0.20% to 2.00% annually based on assets under management. The firm primarily allocates client assets among mutual funds, ETFs, and individual securities. VWM acts as a fiduciary, obligated to act in the best interests of clients. Clients must have a minimum portfolio size of $10,000,000, although exceptions may be made based on various criteria. VWM exercises investment discretion over client accounts, allowing the firm to make investment decisions without prior client approval. The firm does not vote client securities or provide performance-based fees. Daniele Ghiotti, the principal owner, holds multiple professional designations, including CFP®, CIMA®, CFA®, and CMA®. VWM does not have any disciplinary history and does not receive compensation for client referrals.