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
9900 Lakewood Blvd, Suite 206, Downey, CA, 90240
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
Christopher is the CFO of La Verne Home Improvement Company, trustee of the Wanderlust Trust and a rental property trust, CEO of Gelfuso Enterprises, Inc. (Uplevel Business Services), and managing member of ACES Trailer Rental, LLC. These activities involve accounting, property management, tax services, and trailer rentals, taking about 10-20% of Christopher's time.