Areas of Practice
Corporate ExecutivesDivorce PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement Planning
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
83 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$185.4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Robert Finley
Location
308 W. Main Street, Barrington, IL, 60010
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Virtue Asset Management LLC
April 2016 - Present · 9 yrs 11 mos
State Registrations2 states
ILTX
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.
Contact
Robert Finley