Visionary Horizons offers investment advice and portfolio management, either making investment decisions for you or requiring your approval before trades. They also provide financial planning services covering areas like tax, insurance, estate, and retirement planning. In some cases, they may use third-party investment advisors to manage portions of your account, but Visionary Horizons will supervise the account and maintain client interaction.
Assets Under Management$400M
Clients709
Advisors13
Avg. per Client$560K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...