How is Vision Capital compensated for its services and expertise?

• How big does my portfolio have to be to work with Vision Capital?

  The full-service minimum fee at Vision Capital is $5,000 per year, which is the equivalent of a 1% fee at $500,000.  This fee includes our comprehensive investment management and financial planning services.  As a full-service client, you will work with your dedicated client service team to creat...

• What is Vision Capital’s Fee Structure?

  Vision Capital is compensated through a quarterly fee, based on a percentage of your assets under our management. Our standard full-service fee schedule is below. ANNUAL CLIENT FEE SCHEDULE FOR EQUITY AND BALANCED PORTFOLIOS: 1.00% annually on first $1,000,000 0.75% annually on next $4,000,000 ...