Breton Tagg is a CFP-designated registered investment advisor at Verum Partners LLC, based in Charlotte, NC, with 3 years of industry experience. Breton 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Verum Partners LLC
State Registrations1 state
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