Andrew Blakley
Andrew Blakley is a registered investment advisor at Virtue Capital Management, LLC, based in Fortville, IN, with 15 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
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
Location
26 South Main St, Fortville, IN, 46040
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Andrew owns four H&R Block offices since 2012, dedicating a significant amount of time to them. He also owns Financial Resource Planners Inc, where he meets with clients about their investments, gains new clients, and sells insurance and annuities, taking nearly full-time hours. Additionally, Andrew is president of APB & Associates, Inc, a payroll and bookkeeping services company, taking about 10-20% of his time, and a life agent for ECA Marketing, dedicating minimal time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Salomon Smith Barney INC.
State Registrations1 state
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.