VJP Finance refers individuals to Montebello Avenue, Objective Wealth, LLC, and The Table Financial Planning, LLC, third-party investment advisory firms. VJP Finance receives a portion of the fees charged by these firms as a referral fee. VJP Finance does not offer asset management, financial planning, or other common investment advisory services directly. Clients are not obligated to work with these firms.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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