Visionary Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Visionary Wealth Management LLC provides ongoing discretionary portfolio management to individual clients, managing approximately $544,000 across six client accounts. The firm works with retirement and taxable accounts and tailors advisory services to each client's needs, with no stated account minimums.
The adviser primarily invests in individual equities (alongside CDs and municipal and corporate debt) using idea flow from subscription research services such as The Motley Fool, focusing on current value, projected growth and identified catalysts, and conducting monthly portfolio reviews. VWM maintains discretionary authority but will execute client-requested purchases when clients wish to select specific investments.
Notable features for a small independent adviser include its size—one advisor and six clients—and its requirement that all accounts use the Interactive Brokers platform for custody and execution due to the firm’s scale. The adviser may trade the same securities for personal accounts that are recommended to clients under a written code of ethics, and the firm does not execute proxy votes on client-held securities.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.5% per annum
Main office
8778 Fisher Rd
Frisco TX 75033
Advisors at this office
1
Most active in
Texas
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.
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