Virginia Brewer is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Memphis, TN, with 16 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
5350 Poplar Ave, Suite 310, Memphis, TN, 38120
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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 Activities
Virginia is a board member and on the investment committee at Women's Foundation for a Greater Memphis, dedicating a few hours per week. She also serves as an advisory board member at Black Lens Production, spending minimal time on this activity.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Sovereign Wealth Management INC
State Registrations5 states
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