Verus Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, trusts, estates, donor-advised funds, and small businesses. As a fee-only firm, Verus Wealth Management is only compensated by its clients. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Clients can choose ongoing or project-based financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
The annual advisory fee is paid quarterly in advance. The minimum quarterly advisory fee shall be $1,500 (i.e., $6,000 annual fee). If VWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined annual advisory fee charged to the Client exceed 2% of assets under management.