Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
The Management Fee may vary based on certain client-specific factors such as timing of the relationship, account size, number of accounts held together under a household, as well as the asset classes in which the client invests and the complexity of the relationship.
Fee Estimator
VCM generally charges an annual asset-based management fee based on the size of the client's portfolio. The management fee may vary based on client-specific factors such as the timing of the relationship, account size, number of accounts held together under a household, as well as the asset classes in which the client invests and the complexity of the relationship. VCM typically requires a minimum initial account size of $1,000,000 but reserves the right to accept client accounts that do not meet this minimum condition. Fees for institutional due diligence and other additional services are negotiated on a project-by-project basis.
Areas of Practice
Advisor Information
Office location
11634 Maple Street, Suite 300, Fishers, IN, 46038
Get directionsRegulatory History (1)
Criminal
April 1982Other Business Activities
Justin is the managing member of Sunrise Capital Management LLC, an investment-related business that manages private funds, since 2015. He dedicates minimal time to this business, focusing on due diligence, distributions, member valuations, audits, and tax filings.