Vision Capital Management provides professional asset management and wealth planning services to individuals, families, and institutions. Founded in 1999 and owned entirely by its employees, the firm manages discretionary portfolios using a proprietary Global Dynamic Strategy. This approach builds globally diversified portfolios tailored to each client's risk tolerance, utilizing exchange-traded funds, individual stocks, and individual bonds. For clients with smaller accounts or those seeking lower fees, Vision Capital Management offers an automated exchange-traded fund portfolio option through Charles Schwab. In addition to investment management, the firm offers comprehensive wealth planning covering retirement, estate planning, tax strategies, insurance, and college savings. Vision Capital Management tailors its services through in-depth client consultations and ongoing portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fixed-income schedule: 0.50% on first $1M, 0.375% on next $4M, 0.30% on next $5M, 0.25% over $10M (minimum fee $2,500). Vision Vaxa Dynamic Portfolios schedule: 0.50% on first $1M, 0.20% over $1M (no minimum fee). Fees are negotiable.