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The fee is billed in advance, is negotiable and has a $15,000 annual minimum.","source":"FORM ADV PART 2A - APPENDIX 1 - WRAP FEE PROGRAM BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vista Finance use?","answer":"Vista Finance’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $244M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vista Finance have?","answer":"Vista Finance has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vista Finance invest in?","answer":"At the end of its last fiscal year, Vista Finance’s separately managed accounts held 52% exchange-traded equities, 19% non-exchange-traded equities, 12% U.S. government and agency bonds, 9% cash and equivalents, 8% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}