Dean Statler
Dean Statler is a registered investment advisor at Virtue Capital Management, LLC, based in Vero Beach, FL, with 7 years of industry experience. Dean 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
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
Location
1555 Indian River Blvd, Suite 130-A, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2011Other Business ActivitiesSells Insurance
Dean is a life and health insurance agent through Pathway to Retire, LLC. He also refers clients for tax planning through Tax Plan Advisors and uses Mana Estate Docs for estate planning software.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Brookstone Capital Management LLC
Change Path 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.
Exams
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