Russell Luna
Russell Luna is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 11 years of industry experience. Russell 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 (3)
Financial
April 2016Employment Separation After Allegations
January 2011Criminal
May 1996Other Business ActivitiesSells Insurance
Russell owns Luna Wealth Management, LLC, where he offers life, fixed, and indexed annuities, as well as long-term care insurance, dedicating nearly full-time hours to this. He is also involved in various professional organizations and charities, dedicating minimal time to each.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Fusion Capital Management
First Advisors National, LLC
Corecap Advisors
First American National Investment Advisors, LLC
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.