Andrew Phillip Blakley

Virtue Capital Management, LLC

14 Years of Experience

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Firm Information

Virtue Capital Management, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

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

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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

February 2013

Closed-No Action

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Other Business ActivitiesSells Insurance

Andrew owns four H&R Block offices since 2012, dedicating a significant amount of time to them. He also owns Financial Resource Planners Inc, where he meets with clients about their investments, gains new clients, and sells insurance and annuities, taking nearly full-time hours. Additionally, Andrew is president of APB & Associates, Inc, a payroll and bookkeeping services company, taking about 10-20% of his time, and a life agent for ECA Marketing, dedicating minimal time.