Advisor at Virtue Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Virtue Capital Management, LLC
Location
Brentwood, TN 37027
Credentials
ChFC®, Series 63, Series 65
Industry experience
19 years
James Webb is a financial advisor with Summit Capital Solutions LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has held leadership roles at multiple firms, including Virtue Advisors and Integrity Retirement Group, and serves as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Summit Capital Solutions is an independent investment manager that primarily serves other registered investment advisers by providing model portfolio strategies through third-party platforms. The firm offers sector-focused investment models using a combination of fundamental, technical, and quantitative analysis, and is affiliated with insurance distribution and related businesses.
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
12 Cadillac Dr., Suite 280
Brentwood, TN 37027
Tennessee
RIA Compliance Firm, LLC
2019 - Present (7 years)
Summit Capital Solutions
2017 - Present (9 years)
Virtue Capital Management, LLC
2013 - Present (13 years)
Integrity Retirement Group, LLC
2012 - Present (14 years)
Virtue Advisors
2005 - Present (21 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.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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