Hugh Mcdonald
Hugh Mcdonald is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 32 years of industry experience. Hugh 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)
Customer Dispute
November 2000Other Business Activities
Hugh is the president/owner of Atlantic College Planning, Inc., and spends a significant amount of time on executive oversight. He also owns a real estate holding company, Augustin Client Services, EPEO Supplemental Employee Benefits, NJ LLC, and IRMAA Advisor Group LLC, dedicating varying amounts of time to each.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Securities & Investment Planning CO.Broker
Linsco/private Ledger CORP.Broker
Your Money Matters Brokerage Services, INC.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.