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Anil Vazirani

Virtue Capital Management, LLC
25 Years of Experience
Scottsdale, AZ
6 DisclosuresSells Insurance
View SEC Summary
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Anil Vazirani is a registered investment advisor at Virtue Capital Management, LLC, based in Scottsdale, AZ, with 25 years of industry experience. Anil 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
89 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

14301 N 87th Street, Suite 213, Scottsdale, AZ, 85260

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History

Regulatory History (6)
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
October 2018
Final
Regulatory
January 2017
Final
Regulatory
January 2015
Final
Regulatory
January 2015
Final
Regulatory
December 2014
Final
Regulatory
June 2014
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anil is an insurance advisor and president/CEO of Vazirani & Associates, assisting clients with insurance products, dedicating full-time hours to this. Anil is also president/CEO of Secured Financial Solutions, focusing on financial product sales and business management, taking about a quarter of his time.

Employment History
Current Registrations
Virtue Capital Management, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Horter Investment Management, LLC
July 2015 - October 2018 · 3 yrs 3 mos
Brookstone Capital Management LLC
June 2008 - July 2015 · 7 yrs 1 mo
USA Financial Securities CorporationBroker
October 2003 - March 2004 · 5 mos
Mutual of Omaha Investor Services, INC.Broker
October 1995 - September 2002 · 6 yrs 11 mos
State Registrations1 state
AZ
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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