Vericrest Private Wealth provides ongoing investment management using exchange-traded funds (ETFs) to build diversified portfolios based on a client's objectives, time horizon, and risk tolerance. They also offer financial planning, including net worth analysis, tax planning, estate planning, risk management, and retirement planning, typically in conjunction with investment management. In some cases, Vericrest may provide consulting services regarding non-investment related financial matters on a stand-alone separate fee basis.
Assets Under Management$110M
Clients101
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.85% |
A minimum of $1,000,000 of assets is necessary to establish a relationship with Vericrest. Exceptions can be made in the discretion of Vericrest. An exception may result in a higher annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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