Alyssa Srey
Alyssa Srey is a registered investment advisor at Virtue Capital Management, LLC, based in Murfreesboro, TN, with 2 years of industry experience. Alyssa 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
1500 Medical Center Parkway, Suite 3A-31, Murfreesboro, TN, 37129
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyssa is an employee of Impact Holdings Management, providing coaching for dentists, and Third Box Advisors, providing coaching and training for insurance advisors. Alyssa is also licensed to sell life and health insurance.
Employment History
Current Registrations
Virtue Capital Management, 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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