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
7755 Center Avenue, 11th Floor, Huntington Beach, CA, 92647
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