Vision Financial Services provides investment recommendations and financial planning to individuals and small businesses. VFS uses third-party money managers, with client consent, to manage accounts. Clients can choose between a wrap fee program (including transaction fees) or an advisory program where they pay transaction and custodial fees separately. VFS also assists clients with ETF, mutual fund, and stock portfolios, providing monitoring and rebalancing services. Financial consultation and planning are available for an hourly fee or a negotiated fixed fee.
Fee Structure
Vision Financial Services offers investment advice and management for a fee of up to 2.0% of the assets they manage. This fee can cover either a wrap fee program, where transaction fees are included, or a standard advisory program where transaction and custodial fees are separate. Clients can also opt for a portfolio of passive ETFs with a lower annual fee of up to 1.0%.