Vertrix Wealth Management offers investment advice and portfolio management to individuals, high net worth individuals, trusts, estates, businesses, pensions, profit-sharing plans, and charitable organizations. Vertrix acts as a fiduciary, tailoring services to each client's financial situation, investment experience, and objectives. Services include discretionary and non-discretionary portfolio management, as well as retirement plan consulting. Financial planning is included at no additional cost to advisory clients.
Assets Under Management$0
ClientsN/A
Advisors7
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.75% |
Advisory fees may be negotiable at the firm's discretion based on factors such as account size and overall client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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