VISION Fee Options

We know our Vision clients are just getting started in the planning of their financial future. We offer two unique fee options to choose from. 

 

Option #1:

  • $350 upfront fee
  • $95 a month 
  • No asset minimum

Option #2:

  • No upfront fee
  • $150,000 minimum
  • Asset based fee starting at 1.5% and reducing with asset size