Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM charges fixed annual fees for financial planning, ranging from $995 (Solo Plan) to $9,995 (Entrepreneur Elite Plan). Investment management fees are 1.00% annually, with a $250,000 minimum for Total Wealth Asset Management and a $10,000 minimum (or $500 monthly deposit) for Total Access Asset Management. Third-party asset management has a maximum fee of 0.75%. Portfolio Review Service fees range from $250 to $375. Retirement Plan Consulting fees are either flat (up to $10,000) or percentage-based (up to 1.00%), with a $1,500 minimum annual fee. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
1616 Camden Road, Suite 510, Charlotte, NC, 28203
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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