Valley Regional Capital Management (VRCM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. VRCM creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. VRCM generally limits its investment advice to mutual funds, equities, fixed income securities, options, ETFs, and real estate funds. Clients may impose restrictions on investments, but VRCM reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$1.4M
Clients1
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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