Vimcor fees
Financial planner in Duncansville, Pennsylvania. Registered with state securities regulators.
Vimcor (Duncansville, PA) listed up to $250 an hour for financial planning in a Form ADV Part 2A brochure dated November 13, 2024, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated November 2024, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed November 13, 2024. Fees can change.
- Hourly rate
- Up to $250/hr
“Fees for consulting services may be billed at an hourly rate of up to $250.00/hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the November 2024 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2002 (24 years)
How Vimcor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your account(s).”
- “Consulting services and fees will be agreed to in advance by the firm and the client.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 259
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of November 13, 2024
- CRD number
- 119009 (opens in new tab)
- Phone
- (814) 693-5093
More planners in Pennsylvania that publish fees
- Rose Valley Asset Management LLCMediaHourly $125-$250/hr
- Johnson & White Wealth Management LLCYorkHourly $250-$400/hr, Flat $2,000-$15,000
- GuidePost Capital Management Group, LLCMohntonHourly $250/hr
- Strubel Investment Management, LLCLancasterHourly $100-$300/hr
- Madi Manages Money LLCMurrysvilleFlat $2,000-$10,000, Monthly $100-$500/mo
- Overture Wealth ManagementConshohockenAnnual $7,500-$15,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.