Vision Capital & Management is a registered investment advisor based in Mooresville, North Carolina, offering personalized investment management, financial planning, and pension consulting services to individuals, families, and institutional clients. Vision Capital & Management builds customized portfolios or utilizes model portfolios based on each client's individual risk tolerance and investment objectives, primarily recommending exchange-traded funds, mutual funds, stocks, bonds, and annuities. The firm generally requires a minimum household investment of $2,000,000, though this minimum may be waived at their discretion. In addition to managing client portfolios, Vision Capital & Management provides comprehensive financial planning covering topics such as retirement and investment strategies, as well as pension consulting for employee benefit plans.
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.