Financial Vision Advisory Services (FVAS) manages investment portfolios and provides financial planning services. FVAS creates personalized investment plans based on clients' goals, risk tolerance, and financial situations. FVAS offers both discretionary and non-discretionary account management. Financial planning covers areas like taxes, retirement, investments, and insurance. Clients can implement recommendations through FVAS or other providers.
Assets Under Management$35M
Clients149
Advisors1
Avg. per Client$230K
Avg. per Advisor$35M
www.efinancialvision.com ·www.linkedin.com/in/david-m-parent-41b86513b ·www.facebook.com/financialvisionadvisoryservices
Fee Structure
Minimum Investment:$50K
FVAS charges a maximum of 3% annually to manage your investments. The exact fee is in your agreement. Fees are billed quarterly, based on the value of your account at the end of the previous quarter.
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