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Aristotle Mcdonald

5 Years of Experience
Brentwood, TN

Aristotle Mcdonald is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 5 years of industry experience. Aristotle 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,770 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12 Cadillac Dr., Suite 280, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Virtue Capital Management, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
United Advisors America
December 2022 - June 2023 · 6 mos
VALIC Financial Advisors, INC.
June 2019 - March 2021 · 1 yr 9 mos
VALIC Financial Advisors, INC.Broker
June 2019 - March 2021 · 1 yr 9 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - May 2019 · 2 mos
Ifs SecuritiesBroker
January 2019 - March 2019 · 2 mos
Nationwide Securities, LLCBroker
April 2016 - November 2016 · 7 mos
Nationwide Investment Services CorporationBroker
December 2015 - April 2016 · 4 mos
State Registrations1 state
TN
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.
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