Advisor at Virtue Asset Management LLC
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Firm
Virtue Asset Management LLC
Location
Barrington, IL 60010
Credentials
CFP®
Industry experience
< 1 year
Lorie Shah is a CFP® affiliated with Virtue Asset Management LLC in Barrington, IL, with three years of experience at the firm. Prior to her advisory role, she has worked as a substitute teacher in Oak Park School District 97 since 2018. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning. The firm employs a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies, serving approximately 80 client relationships across multiple offices.
Based on Virtue Asset Management LLC
Based on Virtue Asset Management LLC
$0 - $3 million: 0.80% $3 million - $5 million: 0.60% $5 million+: 0.50%
Account minimum: $1,000,000 Fee-only: Asset-based fees only, no commissions or other sales fees.
308 W. Main Street
Barrington, IL 60010
Illinois
Virtue Asset Management LLC
2023 - Present (3 years)
Oak Park School District 97
2018 - Present (8 years)
UnEmployed
2013 - 2018 (5 years)
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