How does the advisor help clients – Key Takeaways:
Virtua Capital Management, LLC is a professional financial management firm that helps clients achieve their financial goals through expert guidance and personalized strategies. They offer a range of financial services and cater to various client types, from individuals to institutions.
Facts and Insights
Virtua Capital Management, LLC has been in business for 20 years and has a team of 50 experienced advisors. They have over $5 billion in assets under management, making them one of the most established and reputable firms in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Years in Business | Assets Under Management | Number of Advisors |
|---|---|---|
| 20 | $5 billion | 50 |
Financial Services Offered
Virtua Capital Management, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Estate planning
- Wealth management
- Retirement planning
- Tax planning
- Risk management
Client Types
Virtua Capital Management, LLC caters to various client types, including:
- High net worth individuals
- Family offices
- Foundations
- Endowments
- Corporate and institutional clients
Fees & Compensation
Virtua Capital Management, LLC is a fee-only firm, meaning they do not earn commissions or incentives for recommending certain products. Their fees are based on a percentage of the client’s assets under management and are transparently disclosed to ensure trust and transparency with their clients.
Background
Virtua Capital Management, LLC was founded in 2001 by a team of experienced financial professionals with a dedication to providing personalized and comprehensive financial solutions. They are headquartered in New York City and have offices in major cities across the United States.
Financial Advisor Disclosures to Know
Virtua Capital Management, LLC has a clean record with no significant disclosures on their record. This means that they have not been involved in any regulatory actions or customer complaints, demonstrating their commitment to ethical and trustworthy practices.