Vermillion Wealth Management offers comprehensive financial services including investment management, one-time financial planning, ongoing financial planning, and retirement plan consulting. Vermillion Wealth Management helps individuals, families, and business owners build tailored investment portfolios and navigate complex financial milestones like retirement, tax reduction, and estate preservation. The firm uses fundamental, technical, and cyclical analysis to design custom strategies and partners with Charles Schwab & Co. as its primary custodian. In addition to personal wealth management, Vermillion Wealth Management assists employers with retirement plan administration under federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are flat breakpoint fees, meaning the entire portfolio is charged the same rate based on the total asset tier. Fees are negotiable.