Vision Capital & Management

Vision Capital & Management (VCM) is a registered investment adviser based in Davidson, NC, established in 1998. The firm offers discretionary and non-discretionary portfolio management services, customized to clients' risk tolerance and investment objectives. VCM may create personalized portfolios or utilize model portfolios, monitoring and rebalancing them as needed. Clients can grant discretionary authority for account management. Pension consulting services are also provided, offering plan reviews, fund selection advice, and participant education. Financial planning services cover various topics, with fees negotiated based on service complexity. VCM primarily advises on stocks, bonds, mutual funds, ETFs, and digital assets, with a minimum account size of $2,000,000. The firm manages $120,920,911 in client assets and advises $267,000,000 in assets under advisement. Fees for portfolio management are percentage-based, with a tiered fee schedule. VCM uses Charles Schwab & Co., Inc. as the custodian, providing access to a range of investment products and services. The firm does not accept performance-based fees, has no disciplinary history, and does not vote proxies on behalf of clients. Clients receive regular account reviews and statements from the custodian. VCM does not have direct custody of client funds, and fees are paid directly from client accounts with written authorization.