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Henry Parrott

Virtue Capital Management, LLC
30 Years of Experience
Brentwood, TN
1 DisclosureSells Insurance
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Henry Parrott is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 30 years of industry experience. Henry 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
90 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

750 Old Hickory Blvd., Building One, Suite 100, Brentwood, TN, 37027

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History

Regulatory History (1)
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
November 2020
Final
View Full SEC ReportHow to Read Disclosures
Other 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
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Estate & Financial Strategies, INC.
February 2023 - April 2023 · 2 mos
Estate & Financial Strategies, INC.
February 2018 - December 2021 · 3 yrs 10 mos
Estate & Financial Strategies, INC.
March 2013 - December 2017 · 4 yrs 9 mos
Estate & Financial Strategies, INC.
May 2004 - December 2012 · 8 yrs 7 mos
Ing Financial Partners, INC.Broker
January 2004 - January 2004 · 0 mos
Locust Street Securities, INC.Broker
January 1999 - January 2004 · 5 yrs
W. S. Griffith & CO., INC.Broker
September 1993 - March 1998 · 4 yrs 6 mos
State Registrations1 state
TN
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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