Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
45 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.33%
$250K - $500K1.28%
$500K - $750K1.23%
$750K - $1.0M1.13%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

VWA offers a wrap fee program where clients pay an annual fee based on assets under management. This fee covers advisory services and securities brokerage commissions. The annual fee ranges up to 1.33%, depending on portfolio size. For clients utilizing Model Portfolio or Model Account services, additional fees up to 0.50% may be assessed for portfolio strategy design and management. If using an Independent Manager, their fees (ranging from 0.20-1.50%) are charged in addition to the Program Fee. Fees are negotiable for accounts above $5,000,000.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & Coaching
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Advisor Information

Office location

4400 PGA Blvd., Suite 600, Palm Beach Gardens, FL, 33410

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Visionary Wealth Advisors, LLC
September 2014 - Present · 11 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2009 - September 2014 · 5 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.