Vergent Asset Management

Fee-Only (% of Portfolio)

Vergent Asset Management provides professional management of financial assets for pension fund sponsors, corporations, foundations, and private investment funds. Vergent acts as a discretionary investment advisor to private investment funds and managed accounts. The firm specializes in frontier and emerging market global equity investments.

Assets Under Management$1.2B
Clients2
AdvisorsN/A
Avg. per Client$590M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Vergent Asset Management's fees are based on a percentage of the value of your portfolio. The specific fee schedule is agreed upon in the client contract and can vary depending on the investment strategy. Performance fees may also apply at the fund or client account level, as detailed in the agreement.

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Vergent Asset Management | TrueAdvisor