Dreamvision Capital
Assets Under Management
$0
Number of Clients
2
Number of Advisors
1
Average Client AUM
$0
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DreamVision Capital provides custom, discretionary investment advisory and financial planning services. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and cash positions. Clients can choose comprehensive financial planning or standalone planning services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
DreamVision Capital charges an annual management fee based on assets under management. Clients can choose investment advisory services only or investment advisory services with comprehensive financial planning, each with different fee schedules. For standalone financial planning, fixed fees range from $2,500 to $20,000, and hourly consulting fees range from $200 to $500 per hour. Fees may be negotiable at the Advisor's discretion. There is no stated minimum account size.
Areas of Practice
Location
IN, United States