Henry Parrott
Henry Parrott is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 29 years of industry experience. Henry 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
750 Old Hickory Blvd., Building One, Suite 100, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Regulatory
November 2020Other Business ActivitiesSells Insurance
Henry is involved in insurance sales, estate planning, and media appearances related to retirement and finance. He is also the President of Estate & Financial Strategies, Inc., a life and health insurance brokerage/agent, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Estate & Financial Strategies, INC.
Estate & Financial Strategies, INC.
Estate & Financial Strategies, INC.
Estate & Financial Strategies, INC.
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
W. S. Griffith & CO., 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.