George Kuruvilla
George Kuruvilla is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Yonkers, NY, with 43 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.
Fee Estimator
Location
Yonkers, NY
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.
Exams
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