Vision Capital Investment Management provides investment management services, primarily using individual stocks, bonds, and ETFs. Vision Capital invests in companies of all sizes and across various economic sectors. Investment decisions are made on a discretionary basis, with fees based on the value of your portfolio. Vision Capital also offers investment advice on an hourly basis. The firm considers asset allocation and diversification to be important and also engages in socially responsible investing.
Assets Under Management$64M
Clients65
Advisors1
Avg. per Client$990K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $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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