Kellen Beard is a registered investment advisor at Virtue Capital Management, LLC, based in Dickson, TN, with 9 years of industry experience. Kellen 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
318 E. College St, Dickson, TN, 37055
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Regulatory History
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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Kellen provides tax services as an independent tax associate for Granite Retirement and Tax Advisory LLC, dedicating about half their time. Kellen also works as a construction sole proprietorship, is a member of a rental property LLC, and works as an account manager for a pharmacy management company.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Jack Keeter & Associates, INC.
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.