Vision Asset Management, operating as VISION401K, specializes in providing ongoing consulting and advisory services to federal retirement plan rules-covered employee benefit plans, such as 401(k) plans. The firm assists plan sponsors with plan design, fund selections, developing investment policy statements, and monitoring investment options and managers. Additionally, Vision Asset Management provides educational guidance to plan participants regarding fund offerings, contribution amounts, and plan features, though it does not manage individual investment portfolios or make direct investment recommendations for specific securities. Services are provided on a non-discretionary basis, meaning plan sponsors and participants retain ultimate decision-making authority. The firm does not manage assets directly for individual retail investors and focuses entirely on institutional plan consulting.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.