Vision Capital Investment Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Vision Capital Investment Management is a registered investment advisor founded in 1996 and based in San Francisco, California. The firm manages investment portfolios for individuals, families, trusts, businesses, and non-profit organizations, using individual stocks, bonds, exchange-traded funds, and mutual funds. Vision Capital Investment Management specializes in socially responsible investing, actively seeking out companies with positive records on environmental protection, employee relations, energy efficiency, and community development. Clients can customize their portfolios by setting specific asset allocation parameters and social restrictions. In addition to managing investments, Vision Capital Investment Management offers hourly advisory services for specific financial questions. The firm operates with a focus on long-term growth and capital preservation, using a combination of top-down economic research and bottom-up security selection.

Assets Under Management$70M
Clients61
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$70M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5M+0.80%

Fees are negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Vision Capital Investment Management, INC. - Fees, AUM & Advisors | TrueAdvisor