Assets Under Management
$1.0B
Number of Clients
642
Number of Advisors
11
Average Client AUM
$1.6M
AUM per Advisor
$91.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Verus Financial Partners provides discretionary investment advisory services on a fee-only basis, along with financial planning, related consulting services, and tax planning/preparation. They primarily serve individuals and families, allocating assets based on client investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $5.5M | 0.75% |
| $5.5M - $7.0M | 0.70% |
| $7.0M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Registrant may charge a lesser or greater investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
9030 Stony Point Parkway, Suite 160, Richmond, VA, 23235