Vision Wealth Management offers financial planning and portfolio management services. Financial planning covers topics like net worth, cash flow, tax, insurance, retirement, and 401k reviews. Portfolio management creates customized portfolios based on client objectives and risk tolerance, using model portfolios. Vision Wealth Management also offers access to LPL Financial sponsored advisory programs. They tailor services to client goals and allow investment restrictions.
Assets Under Management$81M
Clients416
Advisors2
Avg. per Client$200K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% and is negotiable. You may aggregate accounts to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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