InVision Capital Advisor offers investment and financial planning services. For investment management, InVision uses a global approach with active stock selection, diversifying across global equities, fixed income, real estate, and commodities. They work with clients to develop a tailored investment plan based on their risk tolerance, time horizon, and investment objectives. Financial planning services include investment analysis, retirement planning, and educational funding.
Assets Under Management$32M
Clients13
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain circumstances and may vary depending on the investment strategies employed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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