Virgil Wealth Advisory manages investment portfolios based on clients' individual needs and goals. They also offer ongoing financial planning services, covering areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement planning, risk management, and tax strategies. Financial plans are tailored to each client's situation and reviewed annually.
Assets Under Management$770K
Clients8
Advisors1
Avg. per Client$97K
Avg. per Advisor$770K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee is negotiable, pro-rated and paid in arrears on a quarterly basis. Ongoing Financial Planning fees are determined on a case-by-case basis depending on complexity, but are waived entirely for all clients with $50,000 or more in AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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