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
Angier, NC 27501
Credentials
Series 65
Industry experience
17 years
Fixed fees for financial planning typically range from $1,000 to $15,000 depending on complexity.
1.00% to 1.95% per year
Certain investment adviser representatives are dually registered and may receive commissions for insurance and securities product sales.
Hourly fees generally range from $100 to $300 per hour for financial planning services.
Account minimum: $1,000 (may accept accounts below $1,000 at discretion) Fee-only: Investment management fees generally range from 1.00% to 1.95% per year, negotiated and disclosed at contract signing.
Virtue Capital Management, LLC
2017 - Present (9 years)
Brookstone Capital Management LLC
2012 - 2017 (5 years)
Thrower Financial Concepts, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
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CFP®, Series 66
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Series 66
Raleigh, NC
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Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.
Series 66
Fuquay Varina, NC
Edward Jones
CFP®, Series 66
Holly Springs, NC
Edward Jones
ChFC®, Series 63, Series 66
Holly Springs, NC
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