TJ
ChFC
TJ
ChFC

Timothy Johnson

10 Years of Experience
Fayetteville, NC
Sells Insurance

Timothy Johnson is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Fayetteville, NC, with 10 years of industry experience. Timothy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

588 Executive Place, Suite 102, Fayetteville, NC, 28305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy is the President and Owner of Tim Johnson & Associates, where he focuses on insurance and annuity sales since 1985. This activity takes nearly full-time, with over half of his time spent during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
USA Financial Securities Corporation
February 2016 - May 2019 · 3 yrs 3 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.