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
Butler, PA 16001
Credentials
Series 65
Industry experience
9 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
2019 - Present (7 years)
Retirement Wealth Advisors
2016 - 2018 (2 years)
Executive Financial Group
2016 - Present (10 years)
Executive Financial Planning
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Zelienople, PA
Edward Jones
Series 66
Zelienople, PA
Edward Jones
Series 66
Cranberry Township, PA
Edward Jones
Series 63, Series 65
Sarver, PA
Fidelity
Bret Wagner is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. In his role, he focuses on financial planning for high net worth clients, drawing on his extensive experience in the financial services industry. Prior to his current position, Bret worked as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 25 years of experience in the field, he brings a comprehensive understanding of financial markets and client service to his work. Outside of his professional career, Bret enjoys boating, fishing, golf, and outdoor adventures.
CFP®, Series 63, Series 65
Butler, PA
Fidelity
Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.
Series 66
Saxonburg, PA
Edward Jones
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