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Justin Thompson

Advisor at Virtue Capital Management, LLC

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Virtue Capital Management, LLC logo

Firm

Virtue Capital Management, LLC

Location

Statesboro, GA

Credentials

Series 65

Industry experience

10 years

About

Justin Thompson is a financial advisor with Virtue Capital Management, LLC in Statesboro, GA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brookstone Capital Management LLC and has been a self-employed insurance agent since 2012. Thompson also serves as an operations officer in the Georgia Army National Guard, where he plans training for a brigade. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, using quantitative optimization and proprietary models that emphasize economic data inputs.

Client services

Based on Virtue Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Virtue Capital Management, LLC

Retirement income strategy Social Security optimization Wealth management

Fee options

Fixed

Fixed fees for financial planning typically range from $1,000 to $15,000

Percentage

1.00% to 1.95% annually

Commissions

Commission-based compensation for insurance products and sales by dually registered representatives; override payments for certain fixed indexed annuities

Project-based

$100 to $300 per hour for financial planning services

Subscriptions

Financial planning services may be billed on a subscription basis under separate agreement

Other

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

Location

Statesboro, GA

Most active in

Georgia

Work history

Virtue Capital Management, LLC

2017 - Present (9 years)

Brookstone Capital Management LLC

2015 - 2017 (2 years)

Self Employed Insurance Agent

2012 - Present (14 years)

Georgia Army National Guard

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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