Vision Asset Management helps high net worth individuals who are ready to approach managing their wealth differently. We consider portfolios in excess of $250,000 that can be managed on a discretionary basis.
Also, if you are pleased with your current advisors but would like an independent second opinion, we offer a customizable asset allocation review. This can be done on an annual or quarterly basis for a nominal fee without disruption of your current money manager.
Vision Asset Management Investments, LLC
22 South Links Ave, Sarasota, Fl 34236