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Michael Prendergast

Virtue Capital Management, LLC
10 Years of Experience
Tarpon Springs, FL
2 DisclosuresSells Insurance
View SEC Summary
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Michael Prendergast is a registered investment advisor at Virtue Capital Management, LLC, based in Tarpon Springs, FL, with 10 years of industry experience. Michael 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 ValueAnnual Fee
Any1.95%

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
—
View Full SEC Brochure

Location

905 E MLK Dr., Suite 228, Tarpon Springs, FL, 34689

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2002
Final
Employment Separation After Allegations
April 1995
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the owner of Key Tax & Financial Services, LLC, offering income tax preparation, accounting services, and insurance sales. He also works as a sales engineer for Ashworth Inc.

Employment History
Current Registrations
Virtue Capital Management, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Horter Investment Management, LLC
December 2018 - September 2023 · 4 yrs 9 mos
1717 Capital Management CompanyBroker
March 1997 - July 1997 · 4 mos
Advantage Capital CorporationBroker
May 1996 - March 1997 · 10 mos
Mds Securities IncorporatedBroker
June 1994 - April 1995 · 10 mos
Natwest Investor Services CorporationBroker
October 1992 - June 1994 · 1 yr 8 mos
L.C. Wegard & CO., INC.Broker
July 1992 - October 1992 · 3 mos
State Registrations1 state
FL
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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