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
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brent owns Interstate Wealth, LLC, where he sells fixed life insurance, annuities, and long-term care insurance, dedicating about 10-20% of his time. He also works as an agent selling gold and silver for National Gold Consultants, spending minimal time on this activity.

Employment History
Current Registrations
Virtue Capital Management, LLC
October 2017 - Present · 8 yrs 3 mos
Previous Registrations
USA Financial Securities Corporation
May 2006 - October 2017 · 11 yrs 5 mos
USA Financial Securities Corporation Broker
May 2006 - October 2017 · 11 yrs 5 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.