Vision Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,518,710
Total clients
187
9% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
187
Average account size
$435,929
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Initial financial planning fee up to $10,000; ongoing financial planning fees ranging from $800 to $7,500 paid monthly or quarterly; fees waived for clients with $500,000 or more assets under management
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
$350 per hour for Project-Based Financial Planning
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Vision Wealth Advisors, LLC
57 Reitz Blvd, Suite 200
Lewisburg PA 17837, United States
Number of offices
1
Forms ADV
Quick links
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