Dean Statler
Dean Statler is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 7 years of industry experience. Dean 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 (1)
Judgment / Lien
February 2011Other Business ActivitiesSells Insurance
Dean is a life and health insurance agent through Pathway to Retire, LLC. He also refers clients for tax planning through Tax Plan Advisors and uses Mana Estate Docs for estate planning software.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Brookstone Capital Management LLC
Change Path LLC
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.