Kerri Elson is a registered investment advisor at Virtus Financial Group, based in Bloomington, IL. Kerri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 170 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Virtus Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. This fee is negotiable. In addition, you will pay fees to the third-party asset management program they select for you, ranging from 0.10% to 0.95% annually. Your total fees, including both Virtus Wealth's fee and the third-party fee, will not exceed 2.00% annually.
Location
306 E Grove St, Bloomington, IL, 61071
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 →Employment History
Current Registrations
Virtus Financial Group
State Registrations1 state
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.