Donna Pleasant is a registered investment advisor at Vision Capital & Management, based in Davidson, NC, with 19 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 53 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Advisory fee is negotiable.
Fee Estimator
Location
108 South Main Street, Suite B, Davidson, NC, 28036
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vision Capital & Management
Previous Registrations
Fsc Securities CorporationBroker
Vanguard Marketing CorporationBroker
Strategic Investment Advisors, INC.
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
The Strategic Alliance CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.