BA

Blair Israel Aaronson

13 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

21550 Oxnard St., Suite 300, Woodland Hills, CA, 91364

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1997
Settled
Other Business ActivitiesSells Insurance

Blair is self-employed with Retirement Thru Design DBA Forte Insurance Solutions, selling insurance and annuities since 2005, dedicating about half their time to this activity. Blair also refers individuals to Brighton Advisory Group for services they do not cover, spending minimal time on this.

Employment History
Current Registrations
Virtue Capital Management, LLC
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Horter Investment Management, LLC
July 2015 - August 2019 · 4 yrs 1 mo
Prudential Securities Incorporated
October 1999 - June 2002 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.