Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM generally charges an annual fee based on the assets they manage. The exact percentage depends on the specific investment strategy and the size of your account. Fees may be negotiable in certain circumstances, and accounts within a family or business relationship may be aggregated for fee purposes. VCM may impose minimum account sizes and minimum annual fees. Fees may be waived or reduced for affiliates or employees of VCM.
Areas of Practice
Advisor Information
Office location
One University Office Park, 29 & 95 Sawyer Road, Waltham, MA, 02453
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 Activities
Brian is a co-owner of A9 Pilates, Inc., which is not investment-related. This activity is not conducted from his home office location.