Virtera Partners provides customized investment advice to ultra-high net worth families and charitable organizations. Virtera Partners works with clients to understand their financial situation and constructs, monitors, and maintains an investment portfolio suitable for their needs. Virtera Partners specializes in diversified portfolios that include alternative investments. Services are offered on a discretionary and non-discretionary basis.
Assets Under Management$450M
Clients21
Advisors3
Avg. per Client$22M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Annual fee for investment advisory services generally ranges from 0.15% to 0.50% based on the market value of assets managed. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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