Nick Dell'aquila
Nick Dell'aquila is a registered investment advisor at Virtue Capital Management, LLC, based in Winston-Salem, NC, with 20 years of industry experience. Nick 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
4400 Silas Creek Parkway, Suite 200, Winston-Salem, NC, 27104
Get directionsHistory
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
Nick is the President of Dell'Aquila Financial Inc., focusing on insurance sales, which takes nearly full-time hours. He also services annuities, life insurance, disability, and long-term care through Summit Advisory Group, dedicating about 10-20% of his time, and sells life, disability, and health insurance through Legal Shield/ID Shield, though he currently spends no time on this.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Esi Financial Advisors
Equity 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.