Eric R Cortez

Verus Capital Partners, LLC

30 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Verus Capital Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

46 advisors

Number of Clients

4,040 clients

Average Client Portfolio

$512K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K+	2.00%

Fees may be negotiable in certain instances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2447 Pacific Coast Hwy Fl 2, Hermosa Beach, CA, 90254-2743

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Eric is an advisor at Verus Capital Partners since 2019, spending 60 hours per month on advisory business and 100 hours per month on securities trading. He also operates under the DBA Intermarket Analytics LLC.