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 create and implement a plan for your vision of the future. Meanwhile, Vision Capital’s in-house investment team will actively manage your assets within a volatility range that is appropriate for you to help achieve your goals. For more information, there is a link to our Form ADV Part 2A at the bottom of our website.
The minimum assets under management for investment management only utilizing our online Vision Vaxa strategy is $100,000.