Vertical Wealth is a registered investment advisor based in Indianapolis, Indiana, offering continuous investment management and ongoing financial planning services. Founded in 2009 by Brian J. Wheeler, the firm helps clients build and monitor portfolios primarily using mutual funds and exchange-traded funds, tailored to their individual risk tolerance and long-term goals. In addition to portfolio management, Vertical Wealth provides quarterly financial planning covering personal records, retirement, education, tax and cash flow, death and disability, and investment strategies. The firm also maintains affiliated sister companies offering real estate and insurance services, and occasionally sponsors special series investment vehicles for accredited investors.
Fee Structure
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.