BH

Brooke Ashley Huckert

6 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

Brenham, TX

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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 ActivitiesSells Insurance

Brooke works as a sales associate and insurance agent for VanDyke Rankin Financial Services (VDR Financial Services) since 2014. This non-investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Lifestyle Asset Management, INC.
May 2019 - June 2020 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Brooke Ashley Huckert - Financial Advisor | AdvisorDiscover