Verus Financial Group provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. Services include portfolio management, financial planning (covering investments, insurance, taxes, retirement, college, and debt), pension consulting, and estate planning. Verus Financial Group may use sub-advisors or third-party managers and offers access to private equity investments to qualified purchasers.
Assets Under Management$160M
Clients388
Advisors4
Avg. per Client$410K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee for all assets held within Charles Schwab Institutional is 0.80% annually. The firm will not charge clients in excess of 1.50% fee based upon the assets under management for all services listed within Item 4.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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