Christopher Gelfuso is a registered investment advisor at Virtue Capital Management, LLC, based in Downey, CA, with 2 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
9900 Lakewood Blvd, Suite 206, Downey, CA, 90240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the CFO of La Verne Home Improvement Company, trustee of the Wanderlust Trust and a rental property trust, CEO of Gelfuso Enterprises, Inc. (Uplevel Business Services), and managing member of ACES Trailer Rental, LLC. These activities involve accounting, property management, tax services, and trailer rentals, taking about 10-20% of Christopher's time.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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