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.
7401 Wiles Road, Suite 251, Coral Springs, FL, 33067
Get directionsDanny is the President of Care Resource Planning, where he is licensed to sell life, health, annuities, long-term care, and Medicaid financial planning insurance. This takes about half of Danny's time, including 36 hours during trading hours.