Verus Capital Partners, LLC

Assets Under Management

$2.1B

Number of Clients

4,040

Number of Advisors

46

Average Client AUM

$512K

AUM per Advisor

$44.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Verus Capital Partners is committed to helping clients build, manage, and preserve wealth. They offer financial planning and consulting services, including retirement, tax, and estate planning. They provide discretionary asset management services and recommend broker-dealer/custodial platforms.

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
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Location

8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258

46 Advisors at this firm

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