VCM Wealth offers investment management services tailored to individual client objectives and risk tolerance. They also provide financial planning, which includes a comprehensive evaluation of a client’s current and anticipated future financial condition. VCM Wealth publishes a free newsletter with general financial information.
Assets Under Management$100M
Clients297
Advisors2
Avg. per Client$350K
Avg. per Advisor$52M
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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