Brent Peterson
Brent Peterson is a registered investment advisor at Virtue Capital Management, LLC, based in La Crosse, WI, with 20 years of industry experience. Brent 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
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
Location
La Crosse, WI
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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
Brent owns Interstate Wealth, LLC, where he sells fixed life insurance, annuities, and long-term care insurance, dedicating about 10-20% of his time. He also works as an agent selling gold and silver for National Gold Consultants, spending minimal time on this activity.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
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.
Exams
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