VISION2020 Wealth Management Corp. sponsors a program where your advisor helps you identify investment goals and creates a portfolio allocation. Your advisor can manage your account with or without your prior consent to trades. The program offers both wrap fee (all-inclusive) and non-wrap fee (separate transaction charges) options. Fees are negotiable and depend on factors like the complexity of service and the size of your account.
Fee Structure
VISION2020 Wealth Management Corp. offers investment management through a program with two fee options:
- Wrap Fee: A single fee covers advisory services and transaction costs. The annual fee will not exceed 2.50% of the total value of your account for new accounts (up to 3.00% for certain amended accounts).
- Non-Wrap Fee: You pay separate transaction charges in addition to an advisory fee. The annual fee will not exceed 2.50% of the total value of your account for new accounts (up to 3.00% for certain amended accounts).
Both options include an Administrative Fee and an Advisory Fee. The Administrative Fee is capped at 0.26% for Wrap Fee accounts and 0.17% for Non-Wrap Fee accounts. The Advisory Fee is the remainder of the total fee and is paid to your advisor.