Eric Brumagin
Eric Brumagin is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 29 years of industry experience. Eric 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
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2015Customer Dispute
October 2001Regulatory
July 1998Employment Separation After Allegations
June 1997Other Business ActivitiesSells Insurance
Eric is a member of First Fidelity NC, LLC, an insurance and annuity business, since 1905. He spends approximately 100 hours per month, including 60 during trading hours, on this activity.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Specialized Advisors
Secure Investment Management, LLC
Horter Investment Management, LLC
First Fidelity Wealth Advisors, INC.
San Clemente Securities, INC.Broker
Aag Securities, INC.Broker
Intercarolina Financial Services, INC.Broker
The Investment Center, INC.Broker
Gna Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
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.