AT
ChFC

Adam Joseph Thielen

32 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
Loading...

Advisor Information

Office location

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

Get directions
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.
Criminal
January 1983
Final Disposition
Other Business ActivitiesSells Insurance

Adam is the President of Adam J Thielen III, CLU, Inc., an insurance agency, since 2000. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
LPL Financial LLC
April 2018 - July 2019 · 1 yr 3 mos
LPL Financial LLC Broker
February 2018 - July 2019 · 1 yr 5 mos
Invest Financial CorporationBroker
September 2010 - February 2018 · 7 yrs 5 mos
Southern Farm Bureau Fund Distributor, INC.Broker
September 2000 - December 2009 · 9 yrs 3 mos
Liberty Securities CorporationBroker
May 1997 - March 1998 · 10 mos
Southern Farm Bureau Fund Distributor, INC.Broker
September 1989 - February 1997 · 7 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.