Thomas Davis
Thomas Davis is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 13 years of industry experience. Thomas 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 (1)
Employment Separation After Allegations
April 1978Other Business ActivitiesSells Insurance
Thomas is the President of Designed Income Advisory, LLC, where he works full-time as a financial advisor selling insurance and insurance-based products. This activity is investment-related.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Aura Asset Management, INC.
Ameriprise Financial Services, INC.
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.