ChFC

Adam Thielen

33 Years of Experience

Mt. Dora, FL

1 DisclosureSells Insurance

Adam Thielen is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Mt. Dora, FL, with 33 years of industry experience. Adam 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.

Virtue Capital Management, LLC

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 Value	Annual Fee
Any	1.95%

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

Mt. Dora, FL

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History

Regulatory History (1)

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Criminal

January 1983

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is the President of Adam J Thielen III, CLU, Inc., an insurance agency, since 2000. This takes about half of his time, including during trading hours.

Employment History

Current Registrations

Virtue Capital Management, LLC

March 2020 - Present · 6 yrs 7 mos

Previous Registrations

LPL Financial LLC

April 2018 - July 2019 · 1 yr 3 mos

LPL Financial LLCBroker

February 2018 - July 2019 · 1 yr 5 mos

Invest Financial CorporationBroker

September 2010 - February 2018 · 7 yrs 5 mos

Southern Farm Bureau Fund Distributor, INC.Broker

September 2000 - December 2009 · 9 yrs 3 mos

Liberty Securities CorporationBroker

May 1997 - March 1998 · 10 mos

Southern Farm Bureau Fund Distributor, INC.Broker

September 1989 - February 1997 · 7 yrs 5 mos

State Registrations1 state

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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