William Vernon
William Vernon is a registered investment advisor at Vernon Management Group, Incorporated, based in Richm0nd, VA, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 54 clients with $42M 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 $2.5M | 2.00% |
| $2.5M - $3.5M | 1.60% |
| $3.5M - $4.5M | 1.50% |
| $4.5M - $9.5M | 1.40% |
| $9.5M+ | 1.40% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
3200 Lauderdale Road, Suite 103, Richm0nd, VA, 23233
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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
Vernon Management Group, Incorporated
State Registrations1 state
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