AM

Aristotle Lyon Mcdonald

5 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

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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Employment History
Current Registrations
Virtue Capital Management, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
United Advisors America
December 2022 - June 2023 · 6 mos
VALIC Financial Advisors, INC.
June 2019 - March 2021 · 1 yr 9 mos
VALIC Financial Advisors, INC. Broker
June 2019 - March 2021 · 1 yr 9 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - May 2019 · 2 mos
Ifs SecuritiesBroker
January 2019 - March 2019 · 2 mos
Nationwide Securities, LLC Broker
April 2016 - November 2016 · 7 mos
Nationwide Investment Services CorporationBroker
December 2015 - April 2016 · 4 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Aristotle Lyon Mcdonald - Financial Advisor | AdvisorDiscover