Karen Vavra is a registered investment advisor at Vcm Wealth, based in Collegeville, PA, with 19 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 297 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.50% to 1.00% annually. VCM Wealth retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
Collegeville, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karen is an independent licensed insurance agent selling accident and health life insurance and fixed annuities since October 2024, spending minimal time on this activity. She is also a partner in a family LLC that owns rental property since January 2022, dedicating minimal time to bill paying, realtor communication, and property maintenance.
Employment History
Current Registrations
Vcm Wealth
Previous Registrations
Vanguard Advisers INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.