Vision Tech Group (VTG) provides investment management and financial planning services. For investment management, VTG works with clients to determine their goals, risk tolerance, and time horizon, then creates a tailored investment strategy. Financial planning covers topics like retirement, taxes, insurance, and estate planning. Clients are not obligated to act on VTG's recommendations or to execute transactions through VTG.
Assets Under Management$28M
Clients78
Advisors1
Avg. per Client$360K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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