Lorie Shah is a CFP-designated registered investment advisor at Virtue Asset Management LLC, based in Barrington, IL. Lorie 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 1 more. Their firm serves 97 clients with $210M 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 $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Generally requires a minimum account size of $1 million, but this may be waived.
Fee Estimator
Location
308 W. Main Street, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Virtue Asset Management LLC
State Registrations1 state
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