Michael Morera is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 18 years of industry experience. Michael 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.
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Michael owns Beach Cities Tax Service since 2011, spending a few hours per week on this investment-related activity. He also teaches financial literacy at Financial Education Jr Business School, dedicating minimal time to this non-investment related role.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Regal Advisory Services, INC.
Brookstreet Capital Management
State Registrations1 state
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