Visionquest Wealth Management, LLC
Visionquest Wealth Management, LLC (CRD# 135581) is a financial advisory firm headquartered in Raleigh, NC. They manage $134,044,878 in 864 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Visionquest Wealth Management, LLC
By the Numbers
-
Total Assets Under Management134MILLION
-
Total Number of Accounts864ACCOUNTS
-
Average Account Value$155,145
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NC, NY, PA, SC, TX, VA
Financial Advisors at Visionquest Wealth Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.