Verbatim Financial provides financial planning and investment management services to individuals, high net worth individuals, and businesses. Verbatim Financial is a fee-only firm, meaning it only receives compensation directly from clients and does not accept commissions or referral fees. The firm acts as a fiduciary, legally required to act in the client's best interest.
Fee Structure
Clients who want Verbatim Financial to manage their investments must first go through the financial planning process. The initial planning and set-up fee is $2,500. In addition to the up-front fee, clients pay a fixed annual fee of $10,000, or $2,500 per quarter, not to exceed 2% of the value of your portfolio. This fee covers ongoing financial planning and investment management services. The fixed fee is paid quarterly in arrears and is negotiable under certain circumstances.