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Michael Wurster

9 Years of Experience
Antioch, IL
1 DisclosureSells Insurance

Michael Wurster is a registered investment advisor at Virtue Capital Management, LLC, based in Antioch, IL, with 9 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

Antioch, IL

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History

Regulatory History (1)
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Judgment / Lien
October 2006
Other Business ActivitiesSells Insurance

Michael is an agent for Simplicity since 2016 and AdvisorShare since 2021, providing life and annuity products. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Virtue Capital Management, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Horter Investment Management, LLC
May 2016 - July 2019 · 3 yrs 2 mos
State Registrations2 states
FLIL
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.