Priscila Ferngren is a registered investment advisor at Virtue Capital Management, LLC, based in Winter Park, FL, with 1 years of industry experience. Priscila 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
Winter Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Priscila owns Pri Cosentino LLC, which is involved in emotional intelligence and life coaching, writing about mindset and entrepreneurship, and real estate sales. These activities are not investment-related.
Employment History
Current Registrations
Virtue Capital Management, LLC
State Registrations1 state
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