Juhee Patel is a registered investment advisor at Virtue Wealth Management, based in Pflugerville, TX, with 3 years of industry experience. Juhee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are calculated monthly using the average daily balance and are generally negotiable.
Fee Estimator
Location
Pflugerville, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Virtue Wealth Management
Previous Registrations
Edward Jones
Edward JonesBroker
Laxmi Financial Services, LLC
State Registrations2 states
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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