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 1.0% and reducing with asset size