Virtus Wealth offers investment management and financial planning services tailored to individual client needs, focusing on retirement goals. Investment strategies are aligned with client risk tolerance and objectives, utilizing third-party asset management programs. Financial planning covers areas like retirement, education, and insurance needs. Virtus Wealth acts as a fiduciary, prioritizing client interests and disclosing potential conflicts of interest.
Fee Structure
Virtus Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. This fee is negotiable. In addition, you will pay fees to the third-party asset management program they select for you, ranging from 0.10% to 0.95% annually. Your total fees, including both Virtus Wealth's fee and the third-party fee, will not exceed 2.00% annually.