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.
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
Get directionsDean is a life and health insurance agent through Pathway to Retire, LLC. He also refers clients for tax planning through Tax Plan Advisors and uses Mana Estate Docs for estate planning software.