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
Series 63, Series 65
Industry experience
10 years
Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he is involved with Forward Financial and INS Services, where he has been a licensed insurance producer specializing in life, health, and fixed annuities since 1979. Virtue Capital Management, LLC is an SEC-registered enterprise 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 a model-driven investment approach that incorporates quantitative optimization 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
12 Cadillac Dr., Suite 280
Brentwood, TN 37027
Tennessee
Virtue Capital Management, LLC
2023 - Present (3 years)
Redwood Private Wealth LLC
2022 - 2023 (1 year)
First Advisors National LLC
2017 - 2022 (5 years)
Longevity Capital LLC
2012 - 2017 (5 years)
TJ Beeman Advisory Group
1979 - Present (47 years)
Forward Financial and INS Services
1979 - Present (47 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
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CFP®, Series 63, Series 65
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Quantitative Solutions, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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