Dental Wealth Partners operates under two primary business names, Dental Wealth Advisors for the dental profession and Virtue Wealth Partners for all other clients, offering comprehensive wealth management and financial planning services. Founded in October 2025 and based in Jackson, Mississippi, the firm creates customized investment strategies, manages portfolios, and provides ongoing and one-time financial planning covering retirement, taxes, estate planning, insurance, and business transitions. Dental Wealth Partners tailors its approach to each client's goals, risk tolerance, and time horizon, utilizing a team led by Ian McGinnis.
Assets Under Management$27M
Clients68
Advisors1
Avg. per Client$390K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees for accounts over $5,000,000 are negotiable. Fees are charged quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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