TJ
ChFC
TJ
ChFC

Tim Johnson

10 Years of Experience
Fayetteville, NC
Sells Insurance

Tim Johnson is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Fayetteville, NC, with 10 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,770 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

588 Executive Place, Suite 102, Fayetteville, NC, 28305

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Timothy is the President and Owner of Tim Johnson & Associates, where he focuses on insurance and annuity sales since 1985. This activity takes nearly full-time, with over half of his time spent during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
USA Financial Securities Corporation
February 2016 - May 2019 · 3 yrs 3 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.
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