Viso Wealth Management offers investment management and financial planning services. Investment management involves continuous advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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