Are You Paying Too Much for Investment Management?
If you don’t need a lot of planning or advice with your personal finances, we are proud to introduce our new low-cost VCM Investment Management service. It is designed to match the low cost of popular online services, while maintaining the customization and flexibility that your unique situation demands. Our Investment Management fees range from 0.2% to 0.5%, based on the size of the portfolio. We do not charge load fees (commissions) on any investments, nor do we receive compensation from outside sources.
VCM Investment Management Fee Schedule
How does the Process Work?
- Introductory Meeting: Face to face, web-based, or over-the-phone meeting to understand your current situation, your goals, needs, and risk tolerance. Once you decide to use VCM’s investment management services, we will get the process started by signing applicable agreements and establishing your accounts.
- Portfolio Design & Investment Policy Statement: The next step is to design the portfolio based on your unique goals & needs. We will then deliver your custom Investment Policy Statement.
- Implementation: Fund your accounts, transfer other assets, and begin implementing your new and improved investment strategy.
- Review: VCM will monitor your account and re-balance on an on-going basis. We will provide complimentary annual reviews via face-to-face or web-based.
- Ongoing Support: VCM will be here to answer your questions throughout the year.
Schedule a Free Consultation or Fee Analysis
Fill out the information below to see if VCM’s Investment Management Services is right for you. We will also be more than happy to provide you with a complimentary fee analysis of your current accounts to see if you’re paying too much in fees.