How does the advisor help clients – Key Takeaways:
Veteran Ventures Capital (VVC) is a financial services firm that specializes in helping military veterans achieve their financial goals. Founded by a team of experienced financial experts, VVC offers a range of services including investment management, retirement planning, and insurance solutions. With a deep understanding of the unique challenges and opportunities facing veterans, VVC is committed to providing personalized, comprehensive financial advice to help clients make the most of their resources.
Facts and Insights:
Here are some key facts and insights about VVC:
- Founded in 2015 by a team of financial experts with over 50 years of combined experience
- Specializes in providing financial services for military veterans
- Committed to personalized, comprehensive financial advice
- Offers a range of services including investment management, retirement planning, and insurance solutions
- Proudly serves clients from all branches of the military
- Headquartered in Washington D.C. with offices in major cities across the U.S.
Assets Under Management, Number of Advisors and Time in Business:
Veteran Ventures Capital is dedicated to helping veterans achieve their financial goals. As of 2021, the firm has over $100 million in assets under management and employs a team of 10 experienced financial advisors. VVC has been in business for 6 years and has helped numerous clients achieve financial success in that time.
Financial Services Offered:
Veteran Ventures Capital offers a comprehensive range of financial services to meet the unique needs of military veterans. These services include:
- Investment Management
- Retirement Planning
- Insurance Solutions
- Estate Planning
- Tax Planning
- College Savings Planning
- Business Succession Planning
Client Types:
VVC proudly serves clients from all branches of the military, including active duty, retired, and reserve members. The firm also works with military families, providing financial guidance and support to help them achieve their financial goals.
Fees & Compensation:
Veteran Ventures Capital believes in transparent and fair pricing for its services. The firm charges a percentage of assets under management as an annual fee, with rates varying based on the complexity of the client’s financial situation. VVC does not receive any commission for recommending specific products or solutions, ensuring that the firm’s advice is always in the best interest of the client.
Background:
Veteran Ventures Capital was founded in 2015 by a team of financial experts with a passion for helping military veterans succeed in their financial journey. With extensive experience and knowledge in the financial industry, the team at VVC is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
Veteran Ventures Capital is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, VVC is legally obligated to act in the best interest of its clients at all times. The firm has no disclosures or disciplinary actions against it, ensuring that clients can trust the firm’s integrity and commitment to ethical practices.