Vision Investment Advisors, LLC
Assets Under Management
$117.9M
Number of Clients
98
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$13.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
VIA offers general investment advisory services, managing accounts directly or recommending third-party advisors. Accounts are tailored to client needs through ongoing discussions about risk tolerance and investment goals. They manage accounts based on objectives like capital preservation, income, appreciation, and speculation. VIA offers various investment portfolios and strategies.
Fee Structure
VIA charges an asset-based management fee, calculated quarterly in arrears based on the total account value. Fees are prorated for accounts opened or terminated mid-quarter. Clients also pay transaction costs associated with non-wrap accounts. The specific fee schedule is not provided in this document.
Areas of Practice
Location
1010 Washington Blvd, Suite 300, Stamford, CT, 06901