Virginia Estate and Retirement Planning Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Virginia Estate and Retirement Planning Advisors (VERPA) offers personalized financial planning and investment management to individuals. VERPA's services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. VERPA does not sell commissioned products, but its President is affiliated with an entity that sells insurance products.
Assets Under Management$100M
Clients128
Advisors2
Avg. per Client$810K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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