Verus Financial Partners offers discretionary investment management and personalized financial planning services, primarily serving individuals and families. The firm builds portfolios using mutual funds and exchange-traded funds, including specialized funds from Dimensional Fund Advisors. Verus Financial Partners tailors its approach to each client's specific investment objectives and risk tolerance, and can also assist with managing outside accounts such as retirement plans through online platforms. In addition to investment management, the firm provides standalone financial planning, consulting, and tax planning and preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $5.5M | 0.75% |
| $5.5M - $7.0M | 0.70% |
| $7.0M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable at the firm's discretion based on criteria such as account composition, complexity, and anticipated future assets.