Virtue Capital Management, LLC fees and pricing
Financial planner in Brentwood, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Virtue Capital Management, LLC charges a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$15,000
“Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans typically ranges between $1,000 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Virtue Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees are payable monthly in arrears and are based on the average daily balance of the account during the month.”
- “The fees are usually prorated if the investment advisory relationship commences other than at the beginning of a calendar month.”
- “In the event a client should withdraw from a strategy mid-month the prorated advisory fee will be charged at that time.”
How Virtue Capital Management, LLC’s fees compare
- Its flat or project fee of $1,000-$15,000 spans the Tennessee median of $3,000. 82% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Brentwood that publish a flat or project fee charge less.
About Virtue Capital Management, LLC
“Virtue Capital Management, LLC (“VCM”) is a federally registered investment adviser providing asset management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other institutional clients.”
- Firm size: 105 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Clients
- 5,740
- Employees
- 105
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $1,310,521,132
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167816
- Phone
- (615) 340-0801
Can advise clients in 43 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia
Other planners in Brentwood that publish fees
- Finwell, Inc.Brentwood$299/hr, $299-$1,999
- Highmark, LLCBrentwood$250/hr, $100-$25,000
- Investgro LLCBrentwood$500/hr, $1,500-$10,000
- Keystone Financial Resources, LLCBrentwood$350/hr, $500-$2,200
- Main Street Investors, LLCBrentwood$250-$2,500
- Melby Wealth ManagementBrentwood$333/hr, $4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.