Advisor at Virtue Capital Management, LLC
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Firm
Virtue Capital Management, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 65
Industry experience
25 years
Anil Vazirani is a financial advisor at Virtue Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2018. Prior to that, he was with Horter Investment Management and has operated Vazirani & Associates and Secured Financial Solutions since the early 2000s. Outside of his advisory role, he serves as president and CEO of both Vazirani & Associates, assisting clients with insurance products, and Secured Financial Solutions, which focuses on financial product sales and client services. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, and plan consulting, employing strategic and dynamic investment strategies primarily through mutual funds and ETFs using quantitative models and economic data inputs.
Based on Virtue Capital Management, LLC
Based on Virtue Capital Management, LLC
Fixed fees for financial planning typically range from $1,000 to $15,000
1.00% to 1.95% annually
Commission-based compensation for insurance products and sales by dually registered representatives; override payments for certain fixed indexed annuities
$100 to $300 per hour for financial planning services
Financial planning services may be billed on a subscription basis under separate agreement
Account minimum: $1,000 Fee-only: Fixed fees for financial planning typically range from $1,000 to $15,000; hourly fees generally between $100 and $300
14301 N 87th Street, Suite 213
Scottsdale, AZ 85260
Arizona
Virtue Capital Management, LLC
2018 - Present (8 years)
Horter Investment Management
2015 - 2018 (3 years)
Secured Financial Solutions
2003 - Present (23 years)
Vazirani & Associates
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 63, Series 65
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FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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