Verum Partners offers wealth management services, including investment management and financial planning, to high net worth individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. Verum Partners works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized investment strategy. They may use internal investment management, independent investment managers, or a combination of both.
Assets Under Management$1B
Clients405
Advisors14
Avg. per Client$2.5M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $10,000 for comprehensive wealth management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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