DM

Danny Robert Miller

18 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

7401 Wiles Road, Suite 251, Coral Springs, FL, 33067

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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
July 2013
Withdrawn
Other Business ActivitiesSells Insurance

Danny is the President of Care Resource Planning, where he is licensed to sell life, health, annuities, long-term care, and Medicaid financial planning insurance. This takes about half of Danny's time, including 36 hours during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Horter Investment Management, LLC
September 2014 - May 2016 · 1 yr 8 mos
Money Concepts Advisory Service
February 2013 - March 2014 · 1 yr 1 mo
Money Concepts Advisory Service
August 2009 - November 2012 · 3 yrs 3 mos
Capital Financial Services, INC.
April 2008 - August 2009 · 1 yr 4 mos
G. A. Repple & Company
July 2002 - December 2003 · 1 yr 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Danny Robert Miller - Financial Advisor | AdvisorDiscover