Christopher Gelfuso is a registered investment advisor at Virtue Capital Management, LLC, based in Downey, CA, with 2 years of industry experience. Christopher 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
9900 Lakewood Blvd, Suite 206, Downey, CA, 90240
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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 →Other Business Activities
Christopher is the CFO of La Verne Home Improvement Company, trustee of the Wanderlust Trust and a rental property trust, CEO of Gelfuso Enterprises, Inc. (Uplevel Business Services), and managing member of ACES Trailer Rental, LLC. These activities involve accounting, property management, tax services, and trailer rentals, taking about 10-20% of Christopher's time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Avantax Advisory Services
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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