Visionary Wealth Management (VWM) offers portfolio management services tailored to individual client needs. Investments are based on risk tolerance and account type, using equity securities, CDs, municipal securities, and corporate debt. Clients can request specific investments. VWM does not participate in wrap fee programs but may offer this service if requested in the future.
Assets Under Management$540K
Clients6
Advisors1
Avg. per Client$91K
Avg. per Advisor$540K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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