Assets Under Management
N/A
Number of Clients
26
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Vision Asset Management provides ongoing consulting services to ERISA-covered pension and employee benefit plans. Services include identifying investment objectives, providing guidance on asset classes, assisting in developing an IPS, recommending money managers, and monitoring performance. They also provide education to plan participants on fund offerings.
205 Powell Place, Suite 357, Brentwood, TN, 37027