Visionary Wealth Advisors, LLC
Assets Under Management
$2.9B
Number of Clients
3,953
Number of Advisors
45
Average Client AUM
$723K
AUM per Advisor
$63.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Visionary Wealth Advisors (VWA) provides financial planning, consulting, and investment management services through its Visionary Wealth Management Program, a wrap fee program. VWA manages client portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual equities, and independent investment managers. They also offer model-based investing programs through separately managed accounts. Fees are based on assets under management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.33% |
| $250K - $500K | 1.28% |
| $500K - $750K | 1.23% |
| $750K - $1.0M | 1.13% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000.
Fee Estimator
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
Location
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144