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
Harlingen, TX 78552
Credentials
Series 63, Series 65
Industry experience
21 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)
Horter Investment Management
2016 - 2018 (2 years)
D.H. Hill Advisors, LLLP
2015 - 2016 (1 year)
D.H. Hill Securities, LLLP
2011 - 2016 (5 years)
Jumpzone AR, LLC
2008 - 2016 (8 years)
JML Financial, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Harlingen, TX
Edward Jones
Series 63, Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 66
Houston, TX
TRB Wealth management, LLC
Series 63, Series 65
Harlingden, TX
First Financial Coaching, Inc.
Series 66
Harlingen, TX
PNC Wealth Management
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