Verticus Advisors Inc. provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer accounting services, including tax preparation and planning, to both portfolio management and non-portfolio management clients. Financial planning services cover investment planning, insurance, tax, retirement, college, and debt/credit planning. Verticus generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$690K
Clients6
Advisors1
Avg. per Client$120K
Avg. per Advisor$690K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $5.0M | 0.95% |
| $5M+ | 0.65% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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