Vesta Financialcare (CRD# 141804) is a financial advisory firm headquartered in Philadelphia, PA. They manage $22,824,019 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$228,240
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Winfield Akeley (CRD# 5302011) is an Investment Advisor Representative working at Vesta Financialcare in Philadelphia, PA and has over 10 years of experience in the finance industry.