Timothy Peterson
Timothy Peterson is a registered investment advisor at Virtue Capital Management, LLC, based in Chicago, IL, with 13 years of industry experience. Timothy 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
Chicago, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Timothy owns TWP Financial, where he assists clients with their insurance needs, and TWP Financial & Insurance Investment, focusing on various insurance products. He also owns TWP Wealth Management, an investment advisory business; each of these activities takes nearly full-time hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations2 states
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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