Firm
Vision Capital Investment Management
San Francisco, California
Fee-only
Vision Capital Investment Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 60 individual clients, 16 of them high net worth.
- Its average account is about $681,000 (assets it manages divided by its 102 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | visioncapitalinvestment.com |
| Phone | (415) 731-7270 |
Vision Capital Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|
In the firm's words
"The minimum account size is $250,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $70 million |
| Individual clients | 44 |
| High-net-worth clients | 16 |
| Accounts managed | 102 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 136806 |