Oliver Cross is a registered investment advisor at Verum Partners LLC, based in Charlotte, NC, with 15 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 405 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $10,000 for comprehensive wealth management services.
Fee Estimator
Location
2333 Randolph Road, Suite 250, Charlotte, NC, 28207
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 Activities
Oliver is a committee member for The Corners Society and Davidson College, both non-profit/volunteer organizations, since 2010. He dedicates a few hours per week to each organization.
Employment History
Current Registrations
Verum Partners LLC
Previous Registrations
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLCBroker
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.