Vision Financial Management offers investment management through its Vision Financial Asset Management Program, as well as financial planning services. The firm also refers clients to third-party money managers and LPL Financial's Model Wealth Portfolios and Optimum Market Portfolios. Vision Financial Management works with clients to understand their financial situation and set financial objectives.
Fee Structure
Vision Financial Management offers investment management through the Vision Financial Asset Management Program. The annual investment advisory fee ranges from 1.00% to 2.00% of the assets in your account. The exact fee is negotiable based on the market value of the account, asset types, complexity, and trading activity. Fees are paid quarterly in advance. This is a wrap fee account, so you won't pay separate transaction charges.