Virtus Financial Partners offers investment advice and financial planning to individuals, high net worth individuals, and small businesses. They use various analysis methods to determine investments. Virtus Financial Partners can manage your investments for you, making trades without asking you first. They also offer financial planning, including retirement income, tax strategies, and investment strategies. For accounts not held in their custody, they may leverage an Order Management System (Pontera) to implement asset allocation and opportunistic rebalancing strategies on behalf of the client.
Assets Under Management$150M
Clients675
Advisors3
Avg. per Client$230K
Avg. per Advisor$51M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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