JT
JT

Justin Thompson

10 Years of Experience
Brentwood, TN
Sells Insurance

Justin Thompson is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 10 years of industry experience. Justin 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

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Justin is an independent insurance agent selling various insurance products, including life insurance, annuities, and Medicare plans, dedicating full-time hours to this activity. He also serves as an Operations Officer in the Georgia Army National Guard, spending about 10-20% of his time on this role.

Employment History
Current Registrations
Virtue Capital Management, LLC
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Brookstone Capital Management LLC
November 2015 - September 2017 · 1 yr 10 mos
State Registrations1 state
GA
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.