What is the importance of being a Fee-Only Financial Advisory Firm?

As a Fee-Only Financial Advisory Firm our sole compensation is from the fees that our clients pay us. This means we do not receive any commissions or referral fees for recommendations of any of the financial products or services we offer our clients.

By working with VCP Financial, a Fee-Only Advisory Firm, clients can be assured that they will be receiving objective financial advice.

What does RIA stand for?

RIA stands for Registered Investment Advisor. Additional information about VCP Financial, LLC is available on SEC's website at www.adviserinfo.sec.gov.

Who is the custodian of my assets?

Charles Schwab & Co is providing clearing & custody for our clients assets.

Client accounts are established in their own name and we provide clients with online access to view and monitor their accounts. As advisors, at no point do assets ever end up in our custody.

How does VCP Financial get paid?

Based on the nature of servies being provided, VCP Financial either charges a fixed fee based on the assets under management in your account or hourly fees. We do not engage in any commission-based business.

How do I know my money will be safe?

Your investments are held with our third party custodian, Charles Schwab & Co. We never take custody of your assets. As your fiduciary, we can only execute trades in your account and bill you for our services.

How do I become a client of VCP Financial?

Please Contact Us @ 212.328.7876