Virtue Capital Management, LLC provides asset management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers both discretionary and non-discretionary investment management, building portfolios using mutual funds, exchange-traded funds, and third-party money managers. Virtue Capital Management tailors its services to each client's goals and risk tolerance. In addition to investment management, the firm's investment adviser representatives can provide financial planning services covering retirement, tax concerns, insurance, and estate planning under a separate agreement. Virtue Capital Management works with independent investment adviser representatives and affiliated firms to deliver customized portfolio management and oversight. The firm manages billions in assets and uses various strategies, including tactical, strategic, and dynamic approaches, to help clients pursue their financial objectives.
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.