Vision Wealth Planning (VWP) provides investment and financial planning services to individuals, high net worth individuals, trusts, and estates. VWP creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, insurance needs, education savings, and tax planning. VWP may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$66M
Clients25
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Discounts may be provided to multiple client accounts to reflect the overall client relationship. The advisor requires a minimum annual investment advisory fee of up to $4,000, payable quarterly. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...