Vermillion & White Wealth Management Group (VWG) provides financial planning and investment advice to individuals, entities, and trusts. VWG's investment philosophy focuses on matching a client’s portfolio with their risk tolerance, time horizon, and investment objectives. VWG also offers pension consulting services to employer retirement plans. VWG may recommend Third-Party Money Managers for certain investment advisory programs.
Fee Structure
Vermillion and White Wealth Management Group's fees for managing your investments are based on a percentage of the assets they manage. The exact percentage depends on the size of your portfolio and the complexity of your account, and is negotiable.
- Up to $1,000,000: 1.00% - 1.50%
- $1,000,000 - $5,000,000: 0.60% - 0.90%
- $5,000,000 and over: 0.40%
For clients who choose to have VWG manage Held Away Accounts through the Pontera services, Pontera will charge an additional .3 percent (0.30%) on the Held Away Account assets under VWG’s management annually.