Vertis Wealth offers ongoing investment management based on your financial situation and goals. They also provide financial consulting services, including reviews of your investment portfolio, access to estate planning and accounting professionals, and ongoing investment recommendations. Vertis Wealth does not have trading authority over financial consulting accounts, and clients are responsible for implementing their recommendations.
Assets Under Management$120M
Clients682
Advisors6
Avg. per Client$170K
Avg. per Advisor$19M
Fee Structure
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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