MT
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Michael Turner

18 Years of Experience
Brentwood, TN
Sells Insurance

Michael Turner is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 18 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael owns multiple rental real estate properties since 2009, dedicating minimal time to these activities. He also operates Charlotte Risk as a DBA for selling insurance products, spending a few hours per week on this.

Employment History
Current Registrations
Virtue Capital Management, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Regal Investment Advisors LLC
October 2015 - May 2018 · 2 yrs 7 mos
Regulus Advisors, LLCBroker
October 2015 - May 2018 · 2 yrs 7 mos
LPL Financial LLCBroker
October 2009 - October 2015 · 6 yrs
LPL Financial LLC
October 2009 - October 2015 · 6 yrs
Esi Financial Advisors
August 2008 - October 2009 · 1 yr 2 mos
Equity Services, INC.Broker
August 2007 - October 2009 · 2 yrs 2 mos
State Registrations2 states
NCSC
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.