Philip Nehro is a CFP-designated registered investment advisor at Virtue Capital Management, LLC, based in West Fallmouth, MA, with 20 years of industry experience. Philip 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
West Fallmouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Virtue Capital Management, LLC
Previous Registrations
First National Advisors LLC
Princor Financial Services Corporation
Citigroup Global Markets INC.
State Registrations1 state
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