Fredric Miller
Fredric Miller is a registered investment advisor at Virtue Capital Management, LLC, based in Manassas, VA, with 13 years of industry experience. Fredric 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
8805 Sudley Road, Suite 102, Manassas, VA, 20110
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business ActivitiesSells Insurance
Fredric is a sole proprietor providing financial planning services and works as a non-captive insurance agent, dedicating full-time hours to this. He also works with PROFEDS LLC and IRMAA Solutions in roles related to retirement training and IRMAA planning, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Financial Education Centers, LLC
State Registrations3 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.