Vertical Wealth offers investment advice and financial planning services tailored to individual client needs. They develop personal investment policies and manage portfolios using mutual funds and exchange-traded funds, and may include other private or alternative investments. Financial planning covers personal finances, retirement, education, taxes, death & disability, and investments. Clients can contact their advisor anytime for advice.
Assets Under Management$32M
Clients66
Advisors2
Avg. per Client$480K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in certain circumstances, such as limited advice or generational family accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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