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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron works as a rideshare driver for Lyft since 2016, dedicating a few hours per week. He also established Hall'N Transit Services LLC in 2023 to manage his rideshare activities and his son's pallet delivery business, spending about 10-20% of his time on it.

Employment History
Current Registrations
Virtue Capital Management, LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
The Pacific Financial Group, INC.
July 2019 - June 2021 · 1 yr 11 mos
Jackson National Life Distributors LLCBroker
September 2016 - April 2018 · 1 yr 7 mos
Ohio National Equities, INC.Broker
September 2002 - May 2016 · 13 yrs 8 mos
The O.N. Equity Sales CompanyBroker
September 2001 - September 2002 · 1 yr
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.