Virtue Wealth Counsel offers personalized investment advice, including portfolio management and financial planning. They evaluate clients' risk tolerance and time horizon to tailor investment strategies. They primarily advise on equities, fixed income, ETFs, mutual funds, and U.S. Treasury securities. Financial planning services cover various aspects of financial management, including income, assets, and liabilities.
Fee Structure
Virtue Wealth Counsel charges up to 1.70% annually on your portfolio. The exact fee may be lower depending on the type and size of assets, and the number of advisors reviewing the account. Fees are billed monthly in advance. The fees are negotiable. There is a minimum of $100,000 to open and maintain an advisory account, but this may be waived.