VisionX Wealth Partners offers ongoing investment advice through its Wealth Management Program, where they manage client accounts based on individual needs. They also provide financial planning services covering areas like net worth, retirement, and estate planning. VisionX may refer clients to other registered investment advisors and receive referral fees. Tanner Utley is the firm's only shareholder.
Assets Under Management$64M
Clients281
Advisors1
Avg. per Client$230K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
VisionX Wealth Partners charges up to 1.65% of your portfolio annually for its Wealth Management Program. This fee is deducted quarterly. This fee does not include the internal advisory fees and expenses charged by mutual funds held in your account.
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