Visionpoint Advisory Group, LLC is a large advisory firm based in Dallas. It manages $1.73 billion of regulatory assets for 3,213 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Arkansas, California, and 18 other states.
Visionpoint Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Visionpoint Advisory Group, LLC is $1.73 billion. The firm's AUM has grown by 1006% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Visionpoint Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Visionpoint Advisory Group is pension and profit sharing plans with 146 clients and $1.23 billion of assets under management. Among the 9 most similar advisory firms, Visionpoint Advisory Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.73 billion for 2,053 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Visionpoint Advisory Group doesn't advise any private funds.
The company employs 51 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 33 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Visionpoint Advisory Group, LLC performs its advisory services is located at 5001 Spring Valley Road, Dallas, TX 75244, which is also the mailing address of the firm. An additional office of the firm is in Dubuque, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-282-4032 or by fax 888-400-8955. The normal business hours are 8:00 am - 5 pm on Monday - Friday. You can find more information about the New York firm at vpadvisor.com and its LinkedIn profile.