Blair Aaronson
Blair Aaronson is a registered investment advisor at Virtue Capital Management, LLC, based in Woodland Hills, CA, with 13 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.
Location
21550 Oxnard St., Suite 300, Woodland Hills, CA, 91364
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1997Other Business ActivitiesSells Insurance
Blair is self-employed with Retirement Thru Design DBA Forte Insurance Solutions, selling insurance and annuities since 2005, dedicating about half their time to this activity. Blair also refers individuals to Brighton Advisory Group for services they do not cover, spending minimal time on this.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Prudential Securities Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.