Verus Capital Partners is an investment management firm that provides financial planning and investment advice to individuals, trusts, pension plans, and estates. Verus assesses your risk tolerance, time horizon, and investment objectives to create a personalized investment portfolio. Financial planning services cover areas like retirement, taxes, and estate planning. Verus may recommend third-party managers, and clients are not obligated to implement recommendations.
Assets Under Management$2.1B
Clients4,040
Advisors47
Avg. per Client$510K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
47 Advisors at this firm
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