Stephen Vranek
Stephen Vranek is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 34 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
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2010Regulatory
February 1999Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent selling life, universal, and health insurance products, dedicating minimal time to this activity. He also holds leadership positions in several companies, including West Suburban Business Solutions, Inc. where he spends nearly full-time on income tax preparation, bookkeeping, and related services.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Lifemark Securities CORP.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
West Suburban Securities, INC.Broker
Ags Financial Services, INC.Broker
Gibraltar Investments, INC.Broker
Oak Brook Securities CORP.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.