Real Talk Capital, LLC
Assets Under Management
$143.6M
Number of Clients
152
Number of Advisors
5
Average Client AUM
$945K
AUM per Advisor
$28.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
VCM provides financial planning (Solo, Family, Retirement, Executive, Entrepreneur Elite plans), consulting, and asset management (Total Wealth, Total Access). They manage client portfolios on a discretionary basis, tailoring services to individual needs and risk tolerance. VCM also offers a Portfolio Review Service and Retirement Plan Consulting.
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
Location
3401 Mallory Ln, Suite 100, Franklin, TN, 37067