Jeffrey Gollehon
Jeffrey Gollehon is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Aberdeen, NC, with 33 years of industry experience. Jeffrey 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
150 Magnolia Square Ct., Aberdeen, NC, 28315
Get directionsHistory
Regulatory History (3)
Regulatory
November 2001Investigation
April 2001Regulatory
January 2001Other Business ActivitiesSells Insurance
Jeffrey is the owner/agent of JG Financial Consulting, selling and servicing fixed insurance products including fixed life insurance, fixed annuities, and health insurance. This takes about half of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Jg Financial Consulting
New England SecuritiesBroker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
First Investors CorporationBroker
State Registrations1 state
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.