Vision Financial Concepts provides investment management, financial planning, and consulting services. The firm helps clients determine their investment goals, risk tolerance, and time horizon to customize a portfolio strategy. Vision Financial Concepts also offers financial planning services, including retirement planning, estate planning, and tax planning. They may recommend third-party investment advisors.
Assets Under Management$5M
Clients40
Advisors1
Avg. per Client$130K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$25K
Vision Financial Concepts manages investments through various programs, including SEI Funds and American Funds. The annual fee is a percentage of your portfolio. The exact percentage depends on the amount you invest, but it will not exceed the following:
- First $100,000 — up to 1.30%
- Next $150,000 — up to 1.25%
- Next $250,000 — up to 1.20%
- Next $500,000 — up to 1.15%
- Next $1,000,000 — up to 1.10%
- Over $2,000,000 — up to 1.00%
These fees do not include expenses charged by mutual funds or custodial fees.
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