VCM Capital provides ongoing portfolio management services to individuals, high net-worth individuals, trusts, and corporations. Client portfolios are tailored to their financial condition, investment objectives, and risk tolerance. Investments may include equities, mutual funds, exchange-traded funds, fixed income, precious metals, and derivatives. Client assets can be managed with or without VCM Capital getting client approval before each trade.
Fee Structure
VCM Capital charges a flat annual fee for managing your investments, billed quarterly. The fee will not exceed 3% of the total value of your portfolio and is negotiable annually. Some clients may also pay a performance-based fee if their portfolio exceeds a certain annual return. This performance fee is calculated on the difference between the portfolio's return and the agreed-upon hurdle rate.