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Terry Coleman

Virtue Capital Management, LLC
48 Years of Experience
Chesterfield, MO
1 DisclosureSells Insurance
View SEC Summary
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Terry Coleman is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Chesterfield, MO, with 48 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.

Virtue Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
5,770 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

691 Trade Center Blvd., Suite 5, Chesterfield, MO, 63005

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry is the owner and president of Retirement Resource Group, where he markets and sells fixed annuities, life insurance, and senior health products. This takes up about half of Terry's time, with a significant portion occurring during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
First Heartland Capital, INC.Broker
November 2021 - November 2021 · 0 mos
First Heartland Consultants, INC.
September 2021 - November 2021 · 2 mos
Horter Investment Management, LLC
May 2012 - May 2016 · 4 yrs
Spectrum Capital, INC.
July 2007 - May 2008 · 10 mos
Spectrum Capital, INC.Broker
January 2007 - May 2008 · 1 yr 4 mos
Retirement Income Advisors, LLC
June 2006 - July 2007 · 1 yr 1 mo
Gateway Financial Advisors, INC.
October 2004 - May 2006 · 1 yr 7 mos
Fsc Securities CorporationBroker
June 2004 - May 2006 · 1 yr 11 mos
Natcity Investments, INC.Broker
April 2004 - May 2004 · 1 mo
Walnut Street Securities, INC.Broker
February 2003 - April 2004 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
March 2001 - February 2003 · 1 yr 11 mos
Transamerica Financial Advisors, INC.Broker
February 2001 - February 2003 · 2 yrs
First Heartland Capital, INC.Broker
July 1997 - February 2001 · 3 yrs 7 mos
Transamerica Securities Sales CorporationBroker
June 1989 - July 1995 · 6 yrs 1 mo
Transamerica Financial Resources, INC.Broker
June 1989 - July 1997 · 8 yrs 1 mo
Princor Financial Services CorporationBroker
March 1982 - May 1989 · 7 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 1974 - November 1981 · 7 yrs 10 mos
State Registrations1 state
MO
Advisor

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.

Exams
No exam information available for this advisor.
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