Vision Capital & Management (VCM) offers investment management services, both with and without your direct approval for each trade. VCM works with you to understand your investment goals and risk tolerance to develop a suitable investment strategy. VCM also offers financial planning services on specific financial topics for a negotiated flat fee. VCM primarily advises on stocks, bonds, exchange traded funds, and mutual funds.
Assets Under Management$120M
Clients53
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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