Blair Israel Aaronson

13 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Virtue Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

88 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Location

21550 Oxnard St., Suite 300, Woodland Hills, CA, 91364

Get directions

History

Regulatory History (1)

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Customer Dispute

April 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Blair is self-employed with Retirement Thru Design DBA Forte Insurance Solutions, selling insurance and annuities since 2005, dedicating about half their time to this activity. Blair also refers individuals to Brighton Advisory Group for services they do not cover, spending minimal time on this.

Employment History

Current Registrations

Virtue Capital Management, LLC

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Horter Investment Management, LLC

July 2015 - August 2019 · 4 yrs 1 mo

Prudential Securities Incorporated

October 1999 - June 2002 · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.