Thomas Kunkel
Thomas Kunkel is a registered investment advisor at Virtue Capital Management, LLC, based in Rochester, MN, with 31 years of industry experience. Thomas 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
Rochester, MN
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Regulatory History (2)
Regulatory
January 2013Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Thomas is the President of Cornerstone Financial Advisors, LLC, where he is involved in insurance and annuity sales since 2006. This activity takes about a quarter of his time, all during trading hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations2 states
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.