Larry Jones
Larry Jones is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Mooresville, NC, with 11 years of industry experience. Larry 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
219 Williamson Rd., Suite 2202, Mooresville, NC, 28117
Get directionsHistory
Regulatory History (2)
Regulatory
August 2009Employment Separation After Allegations
December 1980Other Business ActivitiesSells Insurance
Larry is an agent/owner at Navstar Financial Planning, where he focuses on insurance sales, financial counseling, and college planning, dedicating full-time hours to this role. He also works as a college advisor for College Funding Solutions, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
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.