Verdence Capital Advisors is a registered investment advisor offering discretionary investment management, financial planning, family office services, and specialized wealth management for athletes, entertainers, and business owners. The firm builds diversified portfolios primarily using mutual funds, individual stocks, and bonds. Verdence Capital Advisors tailors its strategies to meet each client's specific risk tolerance, time horizon, and financial goals. In addition to investment management, the firm provides guidance on retirement planning, tax strategies, estate planning, and insurance reviews. Verdence Capital Advisors operates from its headquarters in Hunt Valley, Maryland, with branch offices in Virginia, Florida, and Massachusetts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable. Legacy clients and certain family office clients may be subject to different fee schedules.
