Vertex Financial Advisors offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services covering areas like retirement, college, and tax planning. Vertex Financial Advisors reviews clients' financial situations to develop investment strategies tailored to their goals and risk tolerance. They monitor investment performance and rebalance portfolios as needed.
Assets Under Management$18M
Clients97
Advisors1
Avg. per Client$190K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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