Financial Vision Advisory Services provides investment management using mutual funds and ETFs, and financial planning on an hourly basis. Financial planning covers areas like net worth, cash flow, investments, taxes, retirement, insurance, estate planning, and education funding. Clients can choose to update their plan periodically for an additional hourly fee.
Assets Under Management$9M
Clients18
Advisors1
Avg. per Client$500K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.55% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Fees are not negotiable, but FVAS reserves the right to discount or waive fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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