Invision Capital Advisor, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InVision Capital Advisor, LLC provides investment advisory and financial planning services to individuals, trusts, endowments, qualified retirement plan sponsors, charitable organizations, and business entities. The firm offers portfolio management and a range of planning and consulting services, including retirement and estate planning, stock option/RSU planning, and educational funding.
Its investment approach combines global asset allocation with active stock selection driven by a proprietary analytical process, deploying individual securities and index funds across equities, fixed income, real estate and commodities. The firm establishes tailored asset-allocation targets from client risk profiles and maintains ongoing contact to adjust portfolios as clients’ circumstances change.
Noteworthy features in the brochure include a pronounced global focus — the firm seeks companies regardless of their “home location” and discusses the specific risks of non‑U.S. investing — and explicit client relationships with charitable organizations and corporate entities. The firm also discloses the use of margin-capable custodial accounts (including the potential for margin loans and associated borrowing costs) and its routine use of an institutional custodian, characteristics that are less common among solo independent advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Starting at $400/hour for financial planning services
Main office
Belmont CA
Advisors at this office
1
Most active in
California
Also doing business as
Invision Capital Advisor, LLC · Lee, Ka Yen Ronald
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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