Planning and Advisory Fees

FEES MADE SIMPLE

Vision Wealth Advisors strives to make all planning fees and advisory fees transparent and fair. Sit with one of our advisors today to see for yourself the benefits of transparency.

Vision Wealth Advisors offers 3 levels of financial planning guidance and support. Take a moment with your advisor and discuss which level of planning is right for you and your situation.

PLANNING FEES

Minimum planning fee $1500.00 per year

Financial planning that focuses on 1-2 fundamental goals (Retirement Planning, College Planning, etc.) with detailed analysis and step by step guidance on how to achieve those goals.

 

Goals Based Planning

Legal Document Review

Tax Return Review

Personal Website to monitor your accounts and assets

Investment management

1 in person annual review

3 quarterly calls

Minimum planning fee $3000.00 per year

Comprehensive financial planning that focuses on 2-4 planning topics (Retirement Planning, College Planning, RMD planning, withdraw and income schedules, etc.) with detailed analysis, step by step guidance and correlation planning.

 

Goals Based Planning

Legal Document Review

Tax Return Review

Personal Website to monitor your accounts and assets

Investment management

2 in person semi-annual reviews

2 quarterly calls

Minimum planning fee $4500.00 per year

A tailored financial plan focusing on 4 or more planning topics along with Business Planning, Estate Planning, and Tax Planning.

 

Goals Based Planning

Legal Document Review

Tax Return Review

Personal Website to monitor your accounts and assets

Investment management

Major Purchase Planning and review

Business Planning including group benefits along with executive (Top Hat) benefit solutions

Estate Planning with trust review

2 in person semi-annual reviews

2 quarterly calls

All planning fees are subject to a 20% initial payment with remainder of fee split into 12 monthly payments. Investment Advisory fees may be used to offset planning fees at advisors discretion and upon approval of Vision Wealth Advisor management.

ADVISORY FEES

The table below refers to the advisory fee schedule for Vision Wealth Advisors and is based upon total advisory assets held per household under the management of Vision Wealth Advisors.

Additional program fees, third party management fees and expenses may be associated with the account. Please consult with your advisor for details.

Advisory Assets

$5,000 – $500,000

$500,001 – $1,000,000

$1,000,001 – $3,000,000

$3,000,001 – $5,000,000

$5,000,000 +

Advisory Fee

1.23%

1.12%

1.01%

.89%

.8%

All advisory accounts are entitled to:

Access to industry leading third party managers

Quarterly rebalancing

Risk Tolerance and Time Horizon assessment

Needs based investment allocation (Bucket Approach)

Quarterly Portfolio Analysis

Manager Solutions derived from management style (Active, passive, tactical, and opportunistic)

Trade fees included in Advisory Fee

CIR Statements and web based 24/7 account access

All advisory accounts are subject to a .25% initial startup cost with a maximum of $1,000 per account.

CONTACT US TODAY FOR A VALUATION OF YOUR CURRENT PORTFOLIO