Vertex Planning Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. They allocate client assets among mutual funds, exchange-traded funds (ETFs), and independent investment managers. Vertex Partners also offers a wrap fee program where brokerage commissions and transaction costs are absorbed by the firm.
Assets Under Management$830M
Clients819
Advisors13
Avg. per Client$1M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management (also available separately)
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
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