Brian White
Brian White is a CFP-designated registered investment advisor at Vermillion & White Wealth Management Group, based in Phoenixville, PA, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 328 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vermillion and White Wealth Management Group's fees for managing your investments are based on a percentage of the assets they manage. The exact percentage depends on the size of your portfolio and the complexity of your account, and is negotiable.
- Up to $1,000,000: 1.00% - 1.50%
- $1,000,000 - $5,000,000: 0.60% - 0.90%
- $5,000,000 and over: 0.40%
For clients who choose to have VWG manage Held Away Accounts through the Pontera services, Pontera will charge an additional .3 percent (0.30%) on the Held Away Account assets under VWG’s management annually.
Location
521 Kimberton Road, Phoenixville, PA, 19460
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a registered insurance producer with the Commonwealth of Pennsylvania, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Vermillion & White Wealth Management Group
Previous Registrations
Simon Capital Management
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.