Visionary Wealth Planners provides investment advice and financial planning services. They offer asset management where they make investment decisions for you, ERISA plan services for retirement plans, and financial planning to help you reach your financial goals. Investment strategies are tailored to each client's individual needs and goals. Visionary Wealth Planners may use sub-advisors to manage client portfolios.
Fee Structure
Visionary Wealth Planners offers investment management services where they manage your investments for you. The annual fee is based on the amount of your portfolio and is charged monthly.
The fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $1,000,000: 1.70%
- Over $1,000,000: 1.55%
For accounts invested solely in American Funds, the fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $750,000: 1.70%
- $750,001 to $1,000,000: 1.50%
- Over $1,000,000: 1.00%
For accounts invested solely in Franklin Templeton or Invesco funds, the fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $1,000,000: 1.70%
- Over $1,000,000: 1.55%