Matthew Rettich
Matthew Rettich is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 19 years of industry experience. Matthew 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 (2)
Customer Dispute
May 2001Customer Dispute
December 1998Other Business ActivitiesSells Insurance
Matthew is a direct owner of Producers Equity Group Inc. (PEG) and Virtue Financial Holding Company, LLC (VFH). He also owns Cornerstone Retirement Group, LLC (CRG), an investment advisory and financial planning firm, and is a licensed insurance agent.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Summit Capital Solutions LLC
Summit Capital Solutions LLC
Brookstone Capital Management LLC
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.