Visionary Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, and businesses. The firm builds tailored portfolios using mutual funds, exchange-traded funds, individual stocks, and model portfolios, often working with independent portfolio managers or its own investment committee. Visionary Wealth Advisors offers a wide range of financial planning services, including retirement planning, cash flow forecasting, tax strategies, trust and estate planning, and business planning. Clients can choose whether to grant the firm authority to make trades on their behalf without asking first. The firm emphasizes a long-term approach tailored to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Additional program or independent manager fees up to 0.50% may apply if using specific model portfolios.