Vision Retirement provides financial advice, integrated financial planning, and investment management services. They offer advice memberships, planning memberships, and VR 360 memberships, which include tax planning. They also offer fiduciary investment management, automated investing through Betterment, and client-directed accounts. Vision Retirement works with individuals, families, and businesses to help them achieve their financial goals.
Fee Structure
Vision Retirement offers Fiduciary Investment Management services, where they rely on third-party intellectual property for investment allocations and strategies. They also offer Robo-Investment Management (VR Robo) through Betterment LLC, which provides automated investing with guidance from a financial advisor. The fees for Fiduciary Investment Management have a maximum of 1.25% of the dollars invested. Robo Investment Management is a fixed percentage of 0.75% of the account value.