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Financial Offering

VisionPoint’s team and advisors thrive on collaboration. To that end, our goal is to provide a platform where the advisor determines the impact which VisionPoint will have within their practice.

Our strategy is to provide differing levels of community to support the entrepreneurial spirit within you.

Firm Advisor

Our firm advisors desire intense collaboration at every level and seek their success within the firm. They strive to leverage their unique abilities while partnering with our team to provide a complete solution for their clients. VisionPoint offers the Firm Advisor a unique financial offering with four components:

  • Compensation based on your production within the firm
  • Profit sharing from the success of our company
  • Equity growth on an annually tax free basis and taxes as capital gains when sold
  • Opportunity to become a partial owner of the firm

Additional benefits received are:

  • Salary based on production track record and contribution to the team
  • Full employee benefits including health insurance, long-term disability insurance, 401(k), and paid time off
  • Furnished office in one of VisionPoint’s main locations
  • Community shared resources and support including technology and administrative assistance
  • Business expense support

As a team member in VisionPoint you are a part of a very exclusive group of premier advisors whose single goal is to make sure everyone on the team is enjoying professional, financial, and personal success.

Affiliated Advisor

Affiliated advisors seek additional independence but look to collaborate with VisionPoint’s full team and network of advisors to expand their practice and opportunities.

VisionPoint’s offering to these advisors:

  • Highly competitive payout structure
  • Utilization of the VisionPoint brand
  • Hybrid RIA
    • Multiple Custodial Platforms
    • Discretionary Trading Authority
    • Robust Financial Planning offering
  • Leverage of:
    • Operational and clerical support through VisionPoint’s Virtual Assistant Program
    • Technology administration o Facilities management/office space in one of VisionPoint’s main locations
    • Corporate Client Team
    • Wealth Management and Planning Team
    • Risk Management team
  • Compliance Oversight
  • Buy Sell Agreement

Independent Advisor

Independent advisors are truly that, independent. They seek to build their brand, value statement and client offering on their own. This advisor must have a successful established practice and have built their own infrastructure which supports their business offering.

VisionPoint’s offering to these advisors:

  • Highly competitive payout structure
  • Continued use of independent brand and staff
  • Hybrid RIA
    • Multiple Custodial Platforms
    • Discretionary Trading Authority
    • Robust Financial Planning offering
  • Access to:
    • Access to VP teams through split casework
      • Wealth Management and Planning Team
      • Risk Management team
      • Corporate Client
  • Investment Committee review of Investment Process and Models
  • Compliance Oversight
  • Buy Sell Agreement