Virtue Wealth Counsel, LLC

Overview

Virtue Wealth Counsel, LLC is an independent, individual-owned advisory firm organized as an LLC. The firm provides financial planning and portfolio management services primarily for individuals, families and small businesses, with institutional clients also listed in its client mix. Compensation comes through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm reports an affiliation with a law firm and indicates it does not operate as a capital allocator or pursue active ESG investing.

Assets & Accounts

Investments & Alternatives

Location & Offices