Virtue Capital Management (VCM) provides investment management, financial planning, and portfolio monitoring services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and other investment advisors. VCM manages client accounts on a discretionary basis and may recommend third-party money managers. Financial planning services include investment planning, insurance, tax, retirement, and college planning.
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.