VergePointe Wealth Management offers investment management, consulting, and financial planning services. They create customized investment plans, recommend investments, monitor portfolios, and provide regular reports. They also coordinate financial services like tax and estate planning with third-party providers. VergePointe acts as a fiduciary, putting clients' interests first.
Assets Under Management$280M
Clients111
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$71M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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