Vertical Wealth Management provides investment management services, including hiring sub-advisors and recommending third-party managers. They also offer fee-based insurance consulting and services for retirement plans. Financial planning covers various aspects like financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Client-specific plans are based on individual Investment Policy Statements.
Fee Structure
Vertical Wealth Management offers investment management services where they charge a fee based on the value of your portfolio, up to a maximum of 2% per year. This fee can be negotiated. They may also use sub-advisors to manage your investments, but you won't pay any extra fees for this. Vertical Wealth Management also works with third-party managers, and you'll be billed according to their fee schedule. You can end the agreement with written notice.