Portfolio Management Services Fees
VisionPoint may charge an annual fee of up to 2.50% of total assets under management. Fees are negotiable and specified in the Acceptance of Terms, an addendum to the Investment Advisory Agreement. Billing occurs both in advance and in arrears based on the terms of the Agreement, with the Total Portfolio Management Fee calculated by summing the Advisory Fee and any Investment Model Fees.
VisionPoint Intelligent Portfolios
We charge clients for VisionPoint Intelligent Portfolios services. Our fees are not set by Schwab, and clients don’t pay brokerage commissions to Charles Schwab & Co. Schwab receives compensation indirectly. In addition to our fees, clients indirectly compensate Schwab for various services.
Retirement Plan Services Fees
As a fiduciary under ERISA and the IRC, VisionPoint charges flat, hourly, or asset-based fees of up to 1.00% for Retirement Account Clients. Fees are negotiable and detailed in the Investment Advisory Agreement.
Financial Planning Fees
VisionPoint offers financial planning at fixed rates and hourly fees.
The maximum rate for creating client financial plans is $50,000. Fees are negotiable and detailed in the Financial Planning Agreement.
Hourly fees for financial planning services range from $250 to a maximum of $750. Fees are negotiable and detailed in the Financial Planning Agreement.