Vernal Point Advisors offers personalized financial planning, investment management, and family office services. Financial planning covers cash flow, insurance, taxes, investments, retirement, and estate planning. Investment management involves creating diversified portfolios, potentially using outside investment managers. Family office services include organizing financial information and overseeing client entities. Vernal Point also creates custom financial education curriculums for ultra-high net worth clients.
Assets Under Management$2.7B
Clients30
Advisors6
Avg. per Client$91M
Avg. per Advisor$460M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $40.0M | 0.60% |
| $40M+ | 0.60% |
Fees negotiable above $40 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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