VCM's investment management fees range from 1.00% to 1.95% per year, based on assets managed. The firm also offers financial planning services with fixed fees typically ranging from $1,000 to $15,000, depending on complexity. Hourly fees for consulting range from $100 to $300. A monthly technology fee of $12 is charged per household. A minimum of $1,000 is required to open and maintain an advisory account, though this may be waived at VCM's discretion.
21550 Oxnard St., Suite 300, Woodland Hills, CA, 91364
Get directionsBlair is self-employed with Retirement Thru Design DBA Forte Insurance Solutions, selling insurance and annuities since 2005, dedicating about half their time to this activity. Blair also refers individuals to Brighton Advisory Group for services they do not cover, spending minimal time on this.