Vertice Capital Partners offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Vertice creates an Investment Policy Statement for each client. Vertice primarily recommends ETFs, but may also use mutual funds, fixed income securities, real estate funds, equities, treasury inflation protected bonds, commodities and non-U.S. securities. Vertice also manages a hedge fund, Vertice Velocity Fund, LP.
Assets Under Management$4.8M
Clients75
Advisors1
Avg. per Client$64K
Avg. per Advisor$4.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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