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Virtue Capital Management, LLC

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Total assets under management

$1,208,391,728

More info

Total clients

4,281

4% high-net worth

Total advisors

90

of 108 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

48

Average account size

$282,269

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning typically range from $1,000 to $15,000 depending on complexity.

Percentage

1.00% to 1.95% per year

Commissions

Certain investment adviser representatives are dually registered and may receive commissions for insurance and securities product sales.

Project-based

Hourly fees generally range from $100 to $300 per hour for financial planning services.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Virtue Capital Management, LLC

6 Cadillac Dr., Suite 310

Brentwood TN 37027, United States

Number of offices

99

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 615-340-0801

Advisors at this firm

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Timothy B

Series 63, Series 65

Brentwood, TN

Virtue Capital Management, LLC
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Alyssa S

Series 65

Brentwood, TN

Virtue Capital Management, LLC
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Richard T

Series 65

Atlanta, GA

Virtue Capital Management, LLC
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Timothy M

Series 63, Series 65

Brentwood, TN

Virtue Capital Management, LLC
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Fredric M

Series 63, Series 65

Brentwood, TN

Virtue Capital Management, LLC
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Mark K

CFP®, Series 63

Wakefield, MA

Virtue Capital Management, LLC
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Anil V

Series 63, Series 65

Scottsdale, AZ

Virtue Capital Management, LLC
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Nicole N

Series 65, Series 66

Houston, TX

Virtue Capital Management, LLC
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Stephen V

Series 63, Series 65

Oak Brook, IL

Virtue Capital Management, LLC
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Roy T

Series 65

Angier, NC

Virtue Capital Management, LLC
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Richard O

Series 65

Brentwood, TN

Virtue Capital Management, LLC
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George C

Series 63, Series 65

Schaumburg, IL

Virtue Capital Management, LLC
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Steven S

Series 65

Butler, PA

Virtue Capital Management, LLC
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James B

CFP®, ChFC®, Series 63

Venice, FL

Virtue Capital Management, LLC
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John K

Series 63, Series 65

Brentwood, TN

Virtue Capital Management, LLC
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