Virtue Wealth Management is a registered investment advisor based in Pflugerville, Texas, offering personalized portfolio management, financial planning, and retirement plan consulting for individuals and businesses. Virtue Wealth Management builds tailored investment portfolios based on each client's specific financial situation, goals, and risk tolerance, utilizing mutual funds, exchange-traded funds, equities, fixed income securities, and private placements. The firm operates as a fiduciary, legally required to act in your best interest. Virtue Wealth Management also creates customized financial plans covering retirement, taxes, insurance, college savings, and debt management, and provides consulting services for employee benefit plans like 401(k)s.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are calculated monthly using the average daily balance and are generally negotiable.