Richard Thompson
Richard Thompson is a registered investment advisor at Virtue Capital Management, LLC, based in Atlanta, GA, with 11 years of industry experience. Richard 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
3330 Cumberland Blvd., Suite 500, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (10)
Judgment / Lien
January 2018Judgment / Lien
July 2016Judgment / Lien
September 2011Judgment / Lien
February 2011Judgment / Lien
December 2010Judgment / Lien
November 2010Judgment / Lien
March 2010Judgment / Lien
February 2010Judgment / Lien
May 2009Judgment / Lien
January 2008Other Business ActivitiesSells Insurance
Richard is an agent with Advanced Legacy Concepts, selling insurance and annuities and providing financial planning services since 2014. This activity takes nearly all of Richard's time, including during trading hours.
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.