Virtue Wealth Counsel provides personalized investment management and financial planning services to individuals, families, and businesses. Virtue Wealth Counsel designs custom investment portfolios using equities, bonds, mutual funds, exchange-traded funds, and other securities, maintaining ongoing supervision and authority to make trades without asking first. In addition to managing investments, Virtue Wealth Counsel offers comprehensive and project-based financial planning, covering topics like retirement, cash flow, and income management. Virtue Wealth Counsel may also offer ongoing quarterly planning retainers. Virtue Wealth Counsel is led by Dennis Peatrowsky and is based in Nebraska.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are charged up to 1.70% annually, billed monthly in advance, and are negotiable depending on account size, asset types, and other factors.