Visionary Wealth Advisors (VWA) offers financial planning, consulting, and investment management services. VWA manages client investment portfolios, allocating assets among mutual funds, exchange-traded funds (ETFs), individual equities, cash equivalents, and model portfolios. VWA also offers model accounts, in which VWA and its IARs select a model account of securities designed or approved by VWA’s Investment Committee or an Independent Manager to invest in a particular asset class. VWA tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.