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Autrey Wayne Moseley

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
Financial Plan Fee:$1,000 - $15,000
Hourly Rate:$100 - $300/hr

VCM's investment management fees range from 1.00% to 1.95% per year, based on assets managed. The firm also offers financial planning services with fixed fees typically ranging from $1,000 to $15,000, depending on complexity. Hourly fees for consulting range from $100 to $300. A monthly technology fee of $12 is charged per household. A minimum of $1,000 is required to open and maintain an advisory account, though this may be waived at VCM's discretion.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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Regulatory History (1)
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Judgment / Lien
October 2005
Other Business ActivitiesSells Insurance

Autrey owns Moseley Consulting, where he assists clients with pre-retirement, post-retirement, long-term care, and estate planning. He also assists clients in obtaining and funding various trusts, all as a follow-up to retirement planning work, dedicating minimal time to this activity.

Employment History
Current Registrations
Virtue Capital Management, LLC
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Horter Investment Management, LLC
October 2011 - February 2017 · 5 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Autrey Wayne Moseley - Financial Advisor | AdvisorDiscover