Michael
Falco

Virtue Capital Management, LLC

CRD#1157668
Investment Advisor
in Paoli, PA

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About this Advisor

Michael Falco is a financial advisor who works in Paoli, Pennsylvania who has 5 years of relevant experience. Falco works at Virtue Capital Management, LLC. Throughout their career, Falco has worked at Brokers International Financial Services, Falco Wealth Management, Horter Investment Management and Virtue Capital Management, LLC. Falco maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Virtue Capital Management, LLC is an advisory business based in Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 people on staff. It administers $941 million in assets across its 8,035 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 8,035 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Virtue Capital Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees charged by Virtue Capital Management, LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1500 E. Lancaster Ave. Suite 100
Paoli, PA 19301

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

PA Average: $730,596,643
Total Number of Employees

133

PA Average: 15
Total Number of Accounts

8,035

PA Average: 968
Average Account Size

$117,162

PA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Falco Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Virtue Capital Management, LLC

1993 - Present (31 years)

Falco Wealth Management

2015 - 2018 (3 years)

Horter Investment Management

2009 - 2014 (5 years)

Brokers International Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Falco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Danny Miller
Pompano Beach, FL
Thomas Davis
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Kevin Smith
Orlando, FL
Donald Stanley
Brentwood, TN
Roy Thornton
Brentwood, TN
Michael Wurster
Brentwood, TN
Robert Zeiner
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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