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Christopher Clay

16 Years of Experience
Jacksonville, AR
2 DisclosuresSells Insurance

Christopher Clay is a registered investment advisor at Virtue Capital Management, LLC, based in Jacksonville, AR, with 16 years of industry experience. Christopher 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.

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
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Location

Jacksonville, AR

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History

Regulatory History (2)
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.
Customer Dispute
February 2002
Denied
Customer Dispute
September 2001
Denied
Other Business ActivitiesSells Insurance

Christopher is involved in business development, coaching dental practices, including insurance planning such as IULs, since 2022. This activity is not investment-related.

Employment History
Current Registrations
Virtue Capital Management, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
VALIC Financial Advisors, INC.
September 2018 - January 2019 · 4 mos
VALIC Financial Advisors, INC.Broker
September 2018 - January 2019 · 4 mos
Gwfs Equities, INC.Broker
May 2016 - December 2017 · 1 yr 7 mos
Jefferson Pilot Securities CorporationBroker
September 2002 - January 2006 · 3 yrs 4 mos
Wells Fargo Investments, LLCBroker
January 2001 - August 2002 · 1 yr 7 mos
Wells Fargo Investments, LLC
January 2001 - August 2002 · 1 yr 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2001 - April 2001 · 3 mos
Bank United Securities CORP.Broker
May 1999 - December 2000 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
February 1999 - April 1999 · 2 mos
American Express Financial Advisors INC.Broker
February 1999 - April 1999 · 2 mos
State Registrations2 states
ARTN
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.