Vision Investment Advisors, LLC
Vision Investment Advisors (VIA) offers investment advice and manages client accounts, tailoring strategies to individual needs and goals. VIA may recommend third-party investment advisors or commodity trading advisors. Accounts are managed based on objectives like capital preservation, income, growth, or speculation. VIA manages accounts independently, invests in proprietary portfolios, or uses a combination of approaches. Clients can place reasonable restrictions on investments. VIA also offers an order management system for accounts not directly held in their custody, such as 401(k)s and HSAs.
Fee Structure
Vision Investment Advisors' (VIA) fees are based on a percentage of the assets they manage. The exact fee is negotiated with each client and may vary based on factors such as the amount invested, accounts with affiliated firms, and additional accounts with VIA. The fee will not exceed 3% annually, paid quarterly. VIA also offers Stock Put Writing and Stock Put Credit-Spread Option Programs with different fee structures, including performance-based fees for qualified clients. Processing charges of $0.25 per transaction apply to all accounts. Fees for accounts managed through the Pontera Order Management System are blended and calculated based on the daily average account value.