Verus Capital Partners is a registered investment advisor located in Scottsdale, Arizona, offering discretionary asset management, financial planning, consulting, and retirement plan consulting services. Founded in 2009, Verus Capital Partners tailors investment portfolios based on client risk tolerance, time horizon, and objectives. The firm provides both standard non-wrap accounts and wrap fee programs through custodians like LPL Financial, Charles Schwab, and Fidelity. Verus Capital Partners addresses various areas such as retirement planning, tax strategies, estate planning, and business succession. The firm operates with a team of investment advisor representatives who may also be registered representatives of broker-dealers or insurance agents, creating potential conflicts of interest regarding compensation and product recommendations, which the firm manages through its fiduciary commitment and disclosures.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.