Global Vision Advisors offers financial planning services to help individuals set long-term financial goals through investments, tax planning, and retirement planning. They provide written financial plans that can be full or segmented, focusing on specific areas of concern. They also offer consultations on various topics. Global Vision Advisors specializes in helping clients understand alternative investments.
Fee Structure
Global Vision Advisors offers ongoing consultations for a minimum of $1,500 per year. This includes consultations on any topic of interest and can include a review and update of a previously prepared financial plan. Fees are billed quarterly in advance.
Global Vision Advisors offers financial plans and consultations on a fixed fee or hourly basis. Fixed fees range from $1,000 to $50,000, while hourly fees range from $200 to $500 per hour. Fees are negotiable.