Vertis Wealth is an independent registered investment advisor based in Chicago, Illinois. Vertis Wealth offers asset management services that provide continuous and ongoing supervision over client portfolios, tailoring strategies based on individual financial situations, risk tolerances, and investment objectives. In addition to asset management, Vertis Wealth provides financial consulting services, which include portfolio reviews, ongoing investment recommendations, and access to third-party professionals for estate planning and tax services. The firm utilizes fundamental analysis and focuses on long-term value investing, strategic asset allocation, and option writing strategies. Vertis Wealth primarily recommends exchange-listed securities, mutual funds, exchange-traded funds, corporate debt securities, and options contracts. Clients are required to maintain their accounts at Charles Schwab for custody and brokerage services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on the representative, client type, portfolio complexity, and total assets. Minimum annual fee of $3,000 applies.