Vision Capital Partners (VCP) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. VCP creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer financial planning services covering retirement, education, insurance, and other areas. VCP may recommend third-party asset managers and provides ongoing oversight of these managers.
Fee Structure
VCP's investment management fees are based on the value of your portfolio and are charged quarterly. The fees range from 0.40% to 1.85% annually, depending on the specific fee schedule. The exact fee schedule and rate may be negotiable. VCP may recommend third-party asset managers, but the total blended fee will not exceed 2.00% annually.