Verdence Capital Advisors, LLC
Assets Under Management
$3.9B
Number of Clients
1,751
Number of Advisors
36
Average Client AUM
$2.2M
AUM per Advisor
$108.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Verdence Capital Advisors offers discretionary investment advisory services, financial planning, and consulting. They cater to family office clients, sports/entertainment professionals, and independent advisors through RIA+. Services include investment management, estate/tax planning, insurance reviews, and administrative support.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiable for new advisors joining the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
36 Advisors at this firm
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