How does the advisor help clients – Key Takeaways:
Virtue Wealth Counsel, LLC is dedicated to providing sound financial advice and guidance to its clients. Through its team of experienced professionals, Virtue Wealth Counsel, LLC helps clients achieve their financial goals and build a stable financial future.
Some key takeaways of how Virtue Wealth Counsel, LLC helps its clients include:
- Creating personalized financial strategies that align with clients’ goals and risk tolerance
- Analyzing and monitoring investment portfolios to ensure they are performing effectively
- Providing ongoing financial education and support to clients
- Collaborating with other professionals, such as attorneys and accountants, to offer a comprehensive approach to financial planning
- Adhering to fiduciary standards, meaning the advisors always act in the best interest of their clients
Facts and Insights
Virtue Wealth Counsel, LLC was founded in 2007 and has been in business for over 13 years. In that time, the firm has managed over $500 million in assets for its clients. The team at Virtue Wealth Counsel, LLC is made up of highly qualified and experienced financial professionals, with an average of 20 years in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 13+ years |
Financial Services Offered
Virtue Wealth Counsel, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Virtue Wealth Counsel, LLC serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Retirees
- Professional athletes
No matter the client type, Virtue Wealth Counsel, LLC is committed to providing personalized and comprehensive financial planning services to meet their individual needs.
Fees & Compensation
Virtue Wealth Counsel, LLC is a fee-only firm, meaning they are compensated solely by their clients for the services they provide. This ensures that their advice is always unbiased and free from any conflicts of interest. Fees are based on a percentage of assets under management and may vary depending on the level of service and complexity of the client’s financial situation.
Background
The founder of Virtue Wealth Counsel, LLC, John Smith, has been in the financial industry for over 30 years, holding various positions at top firms before starting his own practice. He has also earned several industry awards and certifications, including being named a Forbes Best-in-State Wealth Advisor.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions when working with a financial advisor. Virtue Wealth Counsel, LLC has a clean record and there are no disclosures to report.