Terry White
Terry White is a registered investment advisor at Virtue Capital Management, LLC, based in Hiawassee, GA, with 16 years of industry experience. Terry 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
Hiawassee, GA
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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
Terry is an organizer, owner, and principal agent at Impact Wealthbuilder, LLC, providing life insurance and fixed index annuity planning for families and small business owners. This takes about a quarter of Terry's time, including time during trading hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Blue Duck Wealth Management
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
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.