Verdura Wealth Management provides investment management, financial planning, and consulting services. Investment management is offered on a discretionary basis, potentially using sub-advisors. Financial planning covers various topics like retirement, taxes, and estate planning. They also offer ERISA plan services to qualified retirement plans.
Assets Under Management$10M
Clients32
Advisors1
Avg. per Client$320K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. When Advisor participates in Altruist LLC’s Model Marketplace, Altruist charges an additional platform fee. Accounts held at American Funds Service Company (AFS) also have a 1% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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