Donna Pleasant is a registered investment advisor at Vision Capital & Management, based in Mooresville, NC, with 20 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Accounts may also be managed for a pre-negotiated flat fee.
Fee Estimator
Location
Mooresville, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vision Capital & Management
Previous Registrations
Fsc Securities CorporationBroker
Vanguard Marketing CorporationBroker
Strategic Investment Advisors, INC.
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
The Strategic Alliance CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Eric Vogen, CFPVision Capital & Management
- David Whitaker, CFP, ChFCRooted Planning LLC
- Charles Perrillo, CFPNottingham Advisors INC.
- Prasad Oak, CFPProcyon
- Cody Lewallen, CFPIfg Advisory, LLC
- Thomas North, CFPAmeriprise Financial Services, LLC