Visionary Wealth Partners (VWP) provides financial planning, consulting, and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management includes discretionary and non-discretionary management of investment portfolios using mutual funds, ETFs, individual securities, and independent investment managers. VWP also offers retirement plan consulting services to qualified employee benefit plans.
Fee Structure
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 negotiable for accounts over $10,000,000. If VWP utilizes an Outside Manager, the above fee schedule does not include the Outside Manger’s advisory fees, billing schedule, and payment procedures are set forth in their separate written disclosure documents, advisory agreements, and/or the account opening documents of your Custodian. At no point will the combined fee charge to the Client exceed 3% of assets under management.