Andrew Blakley
Andrew Blakley is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 14 years of industry experience. Andrew 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
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Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Andrew owns four H&R Block offices since 2012, dedicating a significant amount of time to them. He also owns Financial Resource Planners Inc, where he meets with clients about their investments, gains new clients, and sells insurance and annuities, taking nearly full-time hours. Additionally, Andrew is president of APB & Associates, Inc, a payroll and bookkeeping services company, taking about 10-20% of his time, and a life agent for ECA Marketing, dedicating minimal time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Salomon Smith Barney INC.
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.