Kevin Smith is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Orlando, FL, with 24 years of industry experience. Kevin 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
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is a software user for College Aid Pro, helping families with college costs, and the president of KMS Wealth Management, Inc., providing financial education workshops. He is also a managing partner at Life Insurance Settlements, Inc., assisting people in exploring life settlement opportunities.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Securian Financial Services, INC.
Princor Financial Services Corporation
Spc
Metlife Securities INC.
Spc
Metlife Securities INC.
State Registrations2 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.