Assets Under Management
$2.9B
Number of Clients
3,953
Number of Advisors
45
Average Client AUM
$723K
AUM per Advisor
$63.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Visionary Wealth Advisors provides investment advisory services including financial planning, consulting, and investment management through its wrap fee program. The firm manages client portfolios on a discretionary basis, allocating assets among various investments. They also offer model-based investing programs through separately managed accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.33% |
| $250K - $500K | 1.28% |
| $500K - $750K | 1.23% |
| $750K - $1.0M | 1.13% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144