Visionary Wealth Partners provides comprehensive financial planning, project-based planning, hourly consulting, and investment management services. The firm focuses on passive investment strategies, utilizing low-cost index funds, mutual funds, and exchange-traded funds to build diversified portfolios tailored to each client's goals and risk tolerance. Visionary Wealth Partners also offers retirement plan consulting for employee benefit plans. The firm is led by Ernest de la Rosa, Jr. and operates out of San Antonio, Texas.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts over $10,000,000 are negotiable. Household accounts may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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