Virtue Asset Management offers discretionary asset management services based on a client's investment objectives, goals, risk tolerance, and financial circumstances. Virtue Asset Management analyzes each client's current investments and makes appropriate recommendations. Financial planning may be provided to clients as part of their asset management services at no additional charge.
Assets Under Management$210M
Clients97
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Generally requires a minimum account size of $1 million, but this may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
