Virtus Wealth Solutions provides financial planning and investment management services. Planning covers topics like retirement, insurance, and estate planning. Investment management is offered through programs provided by Commonwealth Financial Network, including access to model portfolios and personalized investment strategies. Virtus Wealth Solutions is responsible for ensuring the suitability of the investment advice provided.
Fee Structure
Virtus Wealth Solutions offers investment management through programs provided by Commonwealth Financial Network. Fees vary depending on the program selected (PPS Custom, PPS Select, PPS Direct). The maximum fee charged across all programs is 3.00%. Fees are typically calculated as a percentage of the assets managed and are paid quarterly in advance. Fees are negotiable.