Visionary Planning & Investment provides financial planning and portfolio management services. Financial planning covers areas like cash flow, education funding, retirement, risk management, and estate planning. Portfolio management involves implementing investment strategies based on the client's objectives, time horizon, and risk tolerance. The firm may recommend a sub-advisor to manage the portfolio. They also provide retirement plan advice and rollover services, acting as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
For the benefit of discounting our asset-based fee, we will aggregate accounts within the same household unless instructed by the client not to do so. If a sub-advisor is engaged to execute its investment strategy within your account maintained at our custodian of record, the sub-advisor’s fee is incorporated into the fee as noted in the table.