A Proactive Approach to Accomplishing Your Goals

VCM’s Holistic Capital Management Service is an all-in-one service that assists you in managing all of your financial needs. We are with you every step of the way on your path to achieving your goals. Our customized, goal-based approach will integrate all of your financial assets (whether or not we are directly managing them) to work in synergy with one another. As these synergies develop, you will be able to accomplish your goals faster and more efficiently than ever before.

Each year, we will proactively work with you to ensure that every area of your financial situation is in order. With this service, we’re not just here to manage your money, we will empower you to have a better understanding of money and finance, make better decisions, and change your family’s financial future for generations to come. This will allow you to take “Financial Freedom” to a whole new level.

Services Available with Holistic Capital Management

Investment ManagementAdvanced Tax PlanningRetirement Income Planning
Investment Advice on All Your AccountsAdvanced Goal Planning & MonitoringEstate Planning
Asset Location StrategiesCash Flow Management/PlanningEducation Strategies & Planning
Advanced Tax-Loss HarvestingDebt ManagementCharitable Planning
Account AggregationUnbiased Insurance StrategiesAdditional Services Available

VCM Holistic Capital Management Fee Schedule

Assets Under ManagementAnnual Fee (%)
$0 to $500,0001.0%
$500,001 to $1,000,0000.90%
$1,000,001 to $5,000,0000.70%
$5,000,001 to $10,000,0000.50%
$10,000,001 & Above0.25%

Fees are calculated on the assets that are directly being managed by VCM. 401(k) accounts with your current employer, real estate assets or other assets not being managed by VCM are not used in the fee calculation. VCM generally charges a minimum annual fee of $3,000 for Holistic Capital Management. However, this minimum fee may be waived or reduced depending on the scope of services that will be provided. Feel free to contact us for any additional questions in regards to our fee schedule.

Although our fees for this service are in line with most other Financial Advisers, we believe that we set ourselves apart through the variety of services we offer our clients and most importantly, our proactive approach to helping them achieve their goals.

Contact Us Today

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