Nancy Bartolameolli
Nancy Bartolameolli is a registered investment advisor at Virtue Capital Management, LLC, based in Clinton Township, MI, with 15 years of industry experience. Nancy 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
22600 Hall Rd, Suite 100, Clinton Township, MI, 48036
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Regulatory History (1)
Regulatory
June 2016Other Business ActivitiesSells Insurance
Nancy is the owner of Woodcrest Financial Group, an insurance sales and investment advisory business, since 2007. She dedicates about half of her time to this activity, including time during securities trading hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Motiv8 Investments LLC
Woodcrest Investments, LLC
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.