VISION CAPITAL PARTNERS

RIASEC RegisteredEst. 2015

Total AUM

$147M

Discretionary

$147M

100% of AUM

Avg account

$400K

Accounts

366

Employees

Advisory reps

Firm details

Headquarters: ANN ARBOR, Michigan
CRD number: 175147
Registered since: June 12, 2015
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.3%
Individuals17.05%
Pension & Profit Sharing Plans3.61%
Charitable Organizations1.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vision Capital Partners is an independent registered investment adviser that began SEC registration in 2015 and is individually owned. The firm serves both individual/family and institutional clients and functions as a capital allocator, allocating client capital to third-party managers in addition to managing portfolios directly. Primary advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. Vision Capital Partners is not identified as an active ESG investor and is not registered as a multi-state adviser.