Assets Under Management
$0
Number of Clients
2
Number of Advisors
1
Average Client AUM
$0
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
DreamVision Capital offers custom investment management on a discretionary basis and financial planning services. They use a tactical allocation strategy. Clients can choose comprehensive financial planning as part of the advisory service or standalone financial planning. The firm also provides hourly investment consulting.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiated at the sole discretion of the Advisor.
IN, United States