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Fee Schedule

For our services, Virginia Capital Management Group, Inc. charges either an investment management fee that varies with the assets under management or an hourly fee based on the hours required to complete a financial plan according to the following table:

Financial Planning
$75.00 per hour

Investment Management

Regular Account:
On assets under management
1.00% on first $1,000,000
0.85% on next $4,000,000
0.75% on next $5,000,000
0.50% on next $10,000,000
Minimum fee: $500

403(b)7 Accounts:

OPTION 1 - With Investment Authority
Same as regular account

Minimum Fee:
First Year $50.00
Second Year $100.00
Third Year $300.00
OPTION 2 - No Investment Authority
0.25% on assets under management

Minimum Fee:
First Year $50.00
Second Year $100.00
Third Year $300.00

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