George Kuruvilla
George Kuruvilla is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 43 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.
Location
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (4)
Regulatory
June 2014Regulatory
July 2013Judgment / Lien
March 2013Regulatory
July 2009Other Business ActivitiesSells Insurance
George is an independent insurance agent selling life and health insurance since 2010, dedicating about 10-20% of his time. He is also a registered representative selling securities and annuities, and an investment advisor representative, each taking about a quarter of his time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Lifemark Securities CORP.Broker
Previous Registrations
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.