Vision2020 Wealth Management Corp

CRD#154149
Investment Advisor Firm

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Learn more about Vision2020 Wealth Management Corp

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Vision2020 Wealth Management Corp is a financial advisory entity situated at 20 E. Thomas Road, Phoenix, Arizona, 85012. The entity does not employ any financial advisors. It is not a registered broker-dealer, indicating that the entity is not permitted to engage in the buying and selling of securities for its own accounts and those of its customers. Instead, it is required to engage a broker-dealer company for such transactions. Securities are exchangeable financial assets such as stocks, options, and bonds.

    The entity is legally registered to provide services to clients across all 50 U.S. states and territories. The services provided by Vision2020 Wealth Management Corp encompass the selection of other advisors. The entity has affiliations within the financial industry, including broker-dealer or securities dealer, trust company, insurance company or agency, and pension consultant. The entity operates on an asset-based fee structure and does not engage in a wrap fee program.

    Editorial note: In certain cases, advisors and entities can register as exempt reporting advisors with the SEC, which means they file a shortened version of the Form ADV. Consequently, this is the entirety of the available information for Vision2020 Wealth Management Corp. For additional information, please visit the SEC website at https://www.sec.gov.

    Disclosures

    No

    Office Location

    20 E. Thomas Road
    Phoenix, AZ 85012

    Vision2020 Wealth Management Corp by the Numbers

    Total Number of Employees

    1,629

    National Average: 64
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    Products and Services

    Financial services offered by Vision2020 Wealth Management Corp include selection of other advisers. However, it did not provide financial planning services to any of its customers in the prior financial year. Vision2020 Wealth Management Corp is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts. Vision2020 Wealth Management Corp is also affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, trust company, insurance company or agency and pension consultant.

    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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      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

    • 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.

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    Fee Structure

    Financial management fees largely depend on the type of services offered. Fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Vision2020 Wealth Management Corp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Vision2020 Wealth Management Corp does not have any disclosures.

    Please visit its Form ADV for more details.

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