Vision401k
Assets Under Management
N/A
Number of Clients
26
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Vision Asset Management provides ongoing consulting services to ERISA-covered pension and employee benefit plans, including 401(k) plans. Services include identifying investment objectives, providing guidance on asset classes, assisting in developing an investment policy statement, recommending money managers, monitoring performance, and recommending other service providers. They also provide education to plan participants.
Fee Structure
Vision Asset Management charges up to 1.00% of plan assets for pension consulting services. Fees are based on the market value of the assets in the plan and are billed quarterly in arrears. These fees are negotiable depending on the client's needs and the complexity of the situation. There is no account minimum.
Areas of Practice
Location
205 Powell Place, Suite 357, Brentwood, TN, 37027