Vernon Management Group offers investment management on a discretionary or non-discretionary basis, providing advice on asset allocation and investment selection. They also create financial plans based on client goals, including analysis of financing, investments, insurance, retirement benefits, and education funding. Implementation of financial plan recommendations is at the client's discretion.
Assets Under Management$42M
Clients54
Advisors3
Avg. per Client$780K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...