Verticus Advisors provides ongoing portfolio management, financial planning, and tax services for individuals and high-net-worth clients. Verticus Advisors builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, using a strategy that focuses on long-term growth and modern portfolio theory. In addition to managing investments, Verticus Advisors offers comprehensive financial planning covering retirement, taxes, insurance, college savings, and debt management, alongside standalone tax preparation and consulting. Verticus Advisors operates as a fiduciary, meaning the firm is legally required to act in your best interest. Verticus Advisors requires clients to hold their accounts with a specific custodian, SEI Investments Management Corp.
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 on client type, complexity, and relationship with the advisor.