Verde Capital Management offers investment management services, including a wrap fee program, and financial coaching. Financial planning is available only to clients using investment management or digital investment services. The firm also provides tax preparation services. Verde Capital Management primarily serves individuals, high net worth individuals, trusts, estates, pension and profit sharing plans, charitable institutions, corporations and other business entities.
Assets Under Management$750M
Clients771
Advisors11
Avg. per Client$970K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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