Victoria Taylor
Victoria Taylor is a registered investment advisor at Virtue Capital Management, LLC, based in Fort Myers, FL, with 11 years of industry experience. Victoria 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
12647 New Brittany Blvd., Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2007Other Business ActivitiesSells Insurance
Victoria is the President of Taylor Enterprises of SW FL, DBA: Premier Financial Group, where she offers and sells annuities, life insurance, long-term care, and Medicare supplements since 2005. This activity takes more than full-time hours, including full-time hours during trading hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
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.