Vision Capital Partners

Vision Capital Partners, Inc. is a registered investment advisor established in 2006 and owned by Thomas Duncan. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pension plans, acting as a fiduciary. Their investment management services include discretionary and non-discretionary management using low-cost, diversified mutual funds, ETFs, and other securities. VCP may recommend third-party asset managers like Buckingham Strategic Partners for fixed income portfolios. The firm also provides financial planning and consulting services, charging hourly fees ranging from $100 to $300 or fixed fees from $3,000 to $25,000. VCP manages $127,441,060 in client assets as of June 30, 2024, on a discretionary basis. The fee structure includes investment advisory fees ranging from 0.40% to 1.85% based on assets under management. VCP does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client assets and does not engage in wrap fee programs. Clients receive quarterly brokerage statements directly from the custodian. VCP has a Privacy Policy in place to protect clients' personal information and does not sell or share non-public personal information with third parties for marketing purposes. For more information, visit www.visioncapitalpartners.com or contact (734) 356-3250.