Vision Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,801,329
Clients
140
Advisors
2
of 4 employees
About
Vision Capital Partners provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The firm also offers family office services, business succession assistance and defined contribution plan consulting, and may implement portfolios using mutual funds, ETFs, individual securities and third‑party asset managers.
VCP’s investment process is grounded in modern portfolio theory and a primarily long‑term orientation, building diversified, low‑cost allocations tailored to each client’s goals, risk tolerance and tax considerations. The firm generally manages client assets on a discretionary basis, may retain legacy positions when appropriate, and uses third‑party sub‑advisors (notably Focus Partners Wealth for fixed‑income management and modeling) as part of its implementation toolkit.
A distinctive practice for VCP is its regular delivery of financial education seminars and workshops, often conducted in partnership with insurance companies and estate‑planning attorneys and followed by complimentary initial consultations. The firm operates with a small advisory team managing roughly $168 million across about 140 client relationships, and discloses adviser affiliations as registered representatives and insurance agents and participation in custodial soft‑dollar and institutional platform arrangements as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees range from $3,000 to $25,000 for financial planning and consulting services.
$0+: 0.40% +: up to 1.85%
Advisory persons who are registered representatives earn commission-based compensation for securities and insurance products separate from advisory fees.
Hourly fees range from $100 to $300
Main office
2211 Old Earhart Rd., Suite 155
Ann Arbor MI 48105
Advisors at this office
2
Most active in
Florida · Indiana · Michigan · Ohio
Also doing business as
Vision Capital Partners · Vision Capital Partners, Inc.
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.
Quick links
Advisors at this firm
Thomas D
Series 63, Series 66
Ann Arbor, MI
Vision Capital Partners
Thomas Duncan is a financial advisor at Vision Capital Partners in Ann Arbor, MI, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, LLC from 2006 to 2024. In addition to his advisory role, Duncan serves as president of an S-Corp involved in managing his business practice. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with diversified, low-cost allocations tailored to client goals, and offers additional services such as family office support and business succession planning.
Julie H
CFP®, Series 65, Series 66
Ann Arbor, MI
Vision Capital Partners
Julie Hall Labrune is a CFP® with 23 years of industry experience, currently serving as an advisor at Vision Capital Partners since 2020. Her prior roles include work at Planning Alternatives LTD and Osaic FA, Inc., as well as involvement with Wines for Humanity. She is a board member and co-trustee of the Asbury Hill Estate Association and serves on the Board of Directors for the Financial Planning Association of Michigan. Vision Capital Partners provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based, long-term investment approach with diversified, low-cost allocations tailored to client goals and risk tolerance, and offers additional services including family office, business succession planning, and defined contribution plan consulting.
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