Verdence Capital Advisors offers investment management and financial planning services. They work with individuals, families, and institutions. Their services include investment advice, financial planning, estate planning, tax planning, and insurance reviews. They also have specialized teams focusing on family office services (Verdence/FAMILY) and sports/entertainment professionals (Verdence/PRO). They also offer OCIO services to independent advisors (RIA+).
Assets Under Management$3.9B
Clients1,751
Advisors34
Avg. per Client$2.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
34 Advisors at this firm
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