Vision Retirement is a registered investment advisor based in New Jersey that offers a broad range of services including investment management, integrated financial planning, automated investing through partnerships, and client-directed accounts. Vision Retirement helps clients navigate various life events such as retirement planning, tax strategies, cash flow management, estate planning, and insurance needs. The firm tailors its strategies to each individual's goals, risk tolerance, and time horizon. Investment management services are offered on a discretionary basis, utilizing third-party strategists and portfolio managers overseen by Vision Retirement's investment committee. In addition to portfolio management, the firm offers structured memberships for ongoing advice and planning, as well as one-time financial planning and hourly consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% for standard fiduciary investment management, and up to 2.5% for wrap fee program accounts. Automated investing through VR Robo is charged at a flat 0.75%.