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, consulting, and investment management services. Financial planning includes Solo, Family, Retirement, Executive, and Entrepreneur Elite plans. Asset management includes Total Wealth and Total Access options. VCM manages client portfolios on a discretionary basis, tailoring services to individual needs and objectives.

Fee Structure

Minimum Investment:$10K
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
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Location

3401 Mallory Ln, Suite 100, Franklin, TN, 37067

5 Advisors at this firm