Jason Vavra is a PFS-designated registered investment advisor at Vcm Wealth, based in Collegeville, PA, with 21 years of industry experience. Jason 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
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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 Activities
Jason is a volunteer member of the Investment Committee for Bloomsburg University Foundation, spending minimal time per year. He is also a partner in a family LLC that owns rental property, dedicating minimal time per month to related activities.
Employment History
Current Registrations
Vcm Wealth
Previous Registrations
Century Securities Associates INC
State Registrations4 states
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.