Brandon Dillard is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 10 years of industry experience. Brandon 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a self-employed insurance provider, offering life insurance, annuities, long-term care, and Medicare supplements, dedicating about a quarter of his time to this. He also owns Dillard Farms, selling livestock, and volunteers as a board member for the Fellowship of Christian Athletes, requiring minimal time commitments.
Employment History
Current Registrations
Virtue Capital Management, LLC
State Registrations1 state
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