Christopher Clay
Christopher Clay is a registered investment advisor at Virtue Capital Management, LLC, based in Jacksonville, AR, with 15 years of industry experience. Christopher 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
Jacksonville, AR
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2002Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Christopher is involved in business development, coaching dental practices, including insurance planning such as IULs, since 2022. This activity is not investment-related.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Gwfs Equities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Bank United Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.