coreVISION Financial Group offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. coreVISION creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
coreVISION charges an annual fee based on the value of your portfolio, up to 1.75%. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with coreVISION. Fees are paid quarterly in advance. coreVISION may use independent managers, and a portion of your fee will be provided to coreVISION based on their agreement.