Vivid Wealth Management, LLC

Vivid Wealth Management, LLC is a Limited Liability Company established in July 2021, with the owner being Vivid Tax Advisory Services, LLC, owned by Cameron Dale McCarty. The firm offers portfolio management services tailored to individual client goals, financial planning, and educational seminars. They request discretionary authority from clients for investment decisions, acting as fiduciaries. Portfolio management fees range from 0.60% to 1.50% based on assets under management. Financial planning fees are hourly, ranging from $150 to $250. Clients have the option to terminate agreements within specified periods. VWML primarily advises on mutual funds, fixed income securities, and ETFs. The firm uses various methods of analysis and investment strategies, including charting analysis and modern portfolio theory. VWML does not accept performance-based fees and generally serves individual and high-net-worth clients with no minimum account size. The firm conducts periodic reviews of client accounts and does not accept third-party compensation for securities sales. VWML provides detailed information on risks associated with different investment types and strategies. Clients receive monthly account reports and financial plans. The firm does not participate in wrap fee programs and requires clients to use Charles Schwab & Co., Inc. Advisor Services as the custodian.