Matthew Kennedy
Matthew Kennedy is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 20 years of industry experience. Matthew 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
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
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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
Matthew is involved in several business activities, including insurance sales as a sole proprietor since 2004, which takes more than half of his time. He is also the founder of Impact Holdings, LLC, providing practice management coaching for dentists (about a quarter of his time), a member of Third Box Advisors, LLC (about 10-20% of his time), and the owner of Kennedy Advisors, LLC (about half of his time), which is also involved in insurance sales.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Transamerica Financial Advisors, 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.