Richard Callison
Richard Callison is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 34 years of industry experience. Richard 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
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is an independent insurance agent selling life, group health, and accident insurance products, dedicating a few hours per week to this activity. He also holds an ownership stake as Secretary in Shenandoah Hospitality Group, Inc., a hotel, but spends minimal time on this.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Lifemark Securities CORP.Broker
Tribal Capital Markets, LLCBroker
Lps Partners INC.Broker
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
The Dreyfus Service CorporationBroker
Brokers Securities, INC.Broker
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.