DreamVision Capital offers investment management and financial planning services. Investment management is customized based on client objectives, using a tactical allocation strategy. Financial planning covers retirement, tax optimization, cash flow, estate planning, and asset protection. Clients can choose investment management only or bundled with financial planning, with fees varying accordingly. DreamVision Capital may also recommend unaffiliated money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.43% |
Fees may be negotiated. Schedule shown is for Investment Advisory Services + Comprehensive Financial Planning. Investment Advisory Services Only fees are: First $500,000: 1.25%, Next $500,000: 1.00%, $1,000,001– $2 million: 0.75%, $2,000,001– $5 million: 0.50%, Over $5 million: 0.35%