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 (1)
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Judgment / Lien
February 2011
Other Business ActivitiesSells Insurance

Dean is a life and health insurance agent through Pathway to Retire, LLC. He also refers clients for tax planning through Tax Plan Advisors and uses Mana Estate Docs for estate planning software.

Employment History
Current Registrations
Virtue Capital Management, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Brookstone Capital Management LLC
January 2019 - August 2024 · 5 yrs 7 mos
Change Path LLC
September 2018 - December 2018 · 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.