Virtue Asset Management LLC
Assets Under Management
$185.4M
Number of Clients
83
Number of Advisors
2
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$92.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Virtue Asset Management offers investment management based on your goals, risk tolerance, and financial situation. They analyze your current investments and make recommendations for a portfolio that fits your needs. Financial planning is included with investment management, covering areas like retirement, insurance, and estate planning. Virtue Asset Management may use third-party service providers to assist with tax and estate planning.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
308 W. Main Street, Barrington, IL, 60010
