Stephen Becker
Stephen Becker is a registered investment advisor at Virtue Capital Management, LLC, based in Irvine, CA, with 35 years of industry experience. Stephen 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
19800 Macarthur Blvd., Suite 300, Irvine, CA, 92612
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2003Customer Dispute
February 2001Customer Dispute
December 1998Other Business ActivitiesSells Insurance
Stephen is the Managing Principal at Becker Financial Strategies, where he sells fixed annuities as an agent. This activity takes about half of his time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Becker Wealth Management, LLC
Integrity Brokerage Services, INC.Broker
Horter Investment Management, LLC
F500 Advisory Services, INC.
Finance 500, INC.Broker
Income Network CompanyBroker
American Business Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Liberty Capital Markets, INC.Broker
First Affiliated 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.