Menu
Vision Investment Advisors, Llc
Stamford, Connecticut
Vision Investment Advisors, LLC is a small investment advisory firm headquartered in Stamford, CT, with five additional offices strategically located across the region. With a dedicated team of 11 professionals, including four highly skilled investment advisors, Vision Investment Advisors, LLC is committed to providing expert financial guidance to its clients.
Drawing from their extensive industry knowledge and experience, the investment advisors at Vision Investment Advisors, LLC manage an impressive average of approximately $22,970,000 in assets under management per advisor. The firm employs a flexible compensation structure, o...see more
Assets Under Mgmt
$91.9M
Investment Professionals
4
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Commissions
- Performance-based fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for Vision Investment Advisors, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.