William Howard
William Howard is a CFP-designated registered investment advisor at Virtue Capital Management, LLC, based in Fort Lauderdale, FL, with 24 years of industry experience. William 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
101 NE 3rd Avenue, Ste 1500, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent selling various insurance products since 2006, dedicating a few hours per week to this activity. He also owns a photography business, is a managing director at Benchmark Financial LLC, and treasurer for Sister Cities, a non-profit organization.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Fnb Brokerage Services, INC.
Fnb Brokerage Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
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.