Virtus Family Office

Fee-Only (% of Portfolio)Fixed/Hourly

Virtus Family Office provides investment management and financial planning services. Investment management involves ongoing supervision of client accounts with investments in stocks, bonds, and other securities. Financial planning helps clients understand their financial situation and set objectives, covering areas like tax planning, retirement, and risk management. Virtus also manages a fund that invests in private equity and other alternative investments. They may recommend third-party money managers.

Assets Under Management$540M
Clients156
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$270M

Fee Structure

Minimum Investment:$3M
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Asset management fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Virtus Family Office | TrueAdvisor