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
225 West Wacker, Suite 2100, Chicago, IL, 60606
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
Jeffrey refers clients to third-party insurance providers through THG Financial for compensation, which is considered an investment-related activity. He spends minimal time on these insurance referrals.