Vistafront Partners Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$642,000
Clients
24
0% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
12
Very LowAverage account size
$26,750
About
VistaFront Partners provides discretionary portfolio management primarily for individual clients, along with services for trusts and business owners, managing roughly $650,000 across 24 client accounts. The firm manages portfolios on a fully discretionary basis and does not accept non‑discretionary clients.
The adviser uses a combination of fundamental and technical analysis and generally adheres to a long‑term buy‑and‑hold approach, investing in individual stocks and bonds, mutual funds, ETFs and REITs and rebalancing as needed. Clients sign an Investment Advisory Agreement granting discretionary authority, and the firm also uses a third‑party platform to review and manage held‑away defined contribution accounts without taking custody.
Compared with peers, VistaFront is notable for its modest asset base and small client roster and does not serve high‑net‑worth individuals, a somewhat uncommon client profile for supported firms. The firm directs all client accounts to a single custodian (Charles Schwab), does not use performance‑based or wrap fee arrangements, and its principals maintain external roles in academia and nonprofit boards while operating under a formal code of ethics.
Client services
Expertise
Fee options
$0 - $50,000: 1.25% $50,001 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001+: 0.80%
Main office location
Vistafront Partners Inc
682 Teton Trail
Frankfort KY 40601, United States
Number of offices
2
Most active in
Kentucky · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
Quick links
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