Vision Investment Advisors, LLC
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Overview
Vision Investment Advisors, LLC is located at 1010 Washington Blvd, Stamford, CT. The firm employs 4 financial advisors. Vision Investment Advisors, LLC is a registered broker-dealer.
The firm manages $117.9 million in assets under management across 98 accounts, with 86 discretionary accounts and 12 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. Vision Investment Advisors, LLC serves retail investors, high net worth investors, and pension plans, with high net worth investors representing the largest client type by accounts. The firm has 54 high net worth clients. Its fee structure includes asset-based, fixed, commission-based, and performance-based fees. The firm maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.
Vision Investment Advisors, LLC is registered in Arizona, California, Connecticut, Delaware, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Wisconsin, Texas, and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vision Investment Advisors, LLC by the Numbers
$117.9 million
9
98
$1.2 million
Products and Services
Services that Vision Investment Advisors, LLC offers can include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. However, it did not provide financial planning services to any of its customers in the previous fiscal year. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory customers. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely depend on which services the firm provides the client. Fees charged by Vision Investment Advisors, LLC can consist of some combination of the following fee types: asset-based, fixed, commission-based, and performance-based. The firm participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.It is able to withdraw its fees directly from client accounts.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors, and pension plans. Out of its 98 clients, Vision Investment Advisors, LLC's biggest client group by number of accounts is high net worth investors, but it also serves 54 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 55.1%
- Other Individuals - 43.88%
- Corporations - 1.02%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vision Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Vision Investment Advisors, LLC
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Delray Beach, FL
Stamford, CT
Stamford, CT
Fallbrook, CA
Stamford, CT
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