Germantown, TN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vision Wealth Management, Inc.
Supported
Firm-wide stats for Vision Wealth Management, Inc.
About
Vision Wealth Management serves individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans, delivering comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and retirement plan consulting. The firm also participates in multiple LPL Financial–sponsored advisory programs and offers portfolio management through a wrap fee program.
The firm constructs customized portfolios from model allocations and may employ asset allocation, tactical asset allocation, fundamental and technical analysis, and modern portfolio theory; it seeks discretionary authority to implement and rebalance portfolios and allows clients to impose written investment restrictions. Vision integrates third‑party manager access and LPL’s suite of solutions — including algorithm-driven Guided Wealth Portfolios and other model-based programs — and communicates program-based advice electronically when appropriate.
Distinctive features include managing roughly $81 million for 416 clients with two advisors, a client load per advisor exceeding 200 which is uncommon for similarly sized supported firms. The firm also sponsors a wrap program for individualized portfolio management and has an affiliation with an insurance agency (its principal is a licensed insurance agent and the owner of a licensed insurance agency), and it is dually registered to work with LPL while also using Charles Schwab for custody — a combination of relationships that is less typical among peers.
Based on Vision Wealth Management, Inc.
Expertise
Based on Vision Wealth Management, Inc.
Location
Germantown TN
Advisors at this office
1
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