linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Vision Capital & Management

Headquartered in DAVIDSON, NC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Vision Capital & Management is an investment advisor based in Davidson, NC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $158.8 million in regulatory assets under management.

Vision Capital & Management

108 SOUTH MAIN STREET

DAVIDSON, NC 28036

$158.84M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VISION CAPITAL & MANAGEMENT has a total of 1 branch locations across the country.
location

DAVIDSON, NC

Advisors at Vision Capital & Management

View All 2 Advisors
Unclaimed
Eric Lloyd Vogen

CFP®, RA

DAVIDSON, NC

View Profile
Unclaimed
Donna Lee Pleasant

RA

DAVIDSON, NC

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Vision Capital & Management is right for you?

Disclosures

There are no public disclosures for Vision Capital & Management.

Frequently Asked Questions (6)

Not sure if Vision Capital & Management is right for you?