Vision Financial Services is a registered investment advisor based in Grafton, Wisconsin, owned and operated by Craig Gonn. The firm provides investment management, portfolio monitoring, and financial planning services for individuals, families, and small businesses. Clients can choose from several programs, including wrap fee programs that bundle third-party money manager fees, custom exchange-traded fund and mutual fund portfolios, and passive exchange-traded fund strategies. Vision Financial Services also helps clients select and oversee third-party money managers and offers business and personal financial consultations. Portfolios are managed on a non-discretionary basis, meaning client approval is required before executing trades. The firm emphasizes tailored investment strategies using modern portfolio theory, aiming to align portfolios with each client's specific risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.0% for active management and wrap fee programs. Passive exchange-traded fund investments have a lower annual fee of up to 1.0%. Fees may be negotiable.