VCP Financial offers investment management based on individual client goals, financial planning, and pension consulting services. Investment management includes creating investment strategies, asset allocation, and regular portfolio monitoring. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Pension consulting services are offered to individuals and organizations.
Assets Under Management$140M
Clients411
Advisors4
Avg. per Client$350K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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