Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
11501 Dublin Blvd., Suite 200, Dublin, CA, 94568
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Catherine is an insurance professional at CM Financial Strategies, selling life, health, and disability insurance, dedicating nearly full-time hours to this role. She also owns CMF Financial Accounting & Bookkeeping and is a director at CM Financial Capital Solutions, spending about 10-20% of her time and about a quarter of her time, respectively, on these activities.