Fee-Only Pricing Model
No commissions. No products. Just one, transparent fee.
Most financial planners charge fees and earn commissions by pushing products and investments. Verus takes a different approach. We believe that our fee-only billing structure paired with a hand-selected team of skilled, caring professionals better prioritizes you. As a result of our billing transparency, you can rest assured that our advice is influence-free.
Fee Structure
Fee-only pricing is the way financial planning should be. And at Verus, that’s the way it is.
Our fee-only billing structure means we charge each quarter based on managed assets only.* As a result, you’re protected from any up-selling, quotas, or commission incentives that influence many other asset management firms. This fee covers ongoing financial planning, which includes investment management and tax preparation. Please review our Investment Adviser Brochure for more information or give us a call.
*At its discretion, Verus Financial Partners can engage in a different fee arrangement, including on a fixed fee basis. Assets falling below the $1,000,000 level will be billed at rates of 1.25% – 1.5%, based on the account size at the time of a client’s quarterly billing cycle.
1.00%
$1M-$2.5M
For assets under management exceeding $1,000,000 and up to $2,500,000.
0.85%
$2.5M-$4M
For assets under management exceeding $2,500,000 and up to $4,000,000.
0.75%
$4M-$5.5M
For assets under management exceeding $4,000,000 and up to $5,500,000.
0.70%
$5.5M-$7M
For assets under management exceeding $5,500,000 and up to $7,000,000.
0.65%
$7M-$8.5M
For assets under management exceeding $7,000,000 and up to $8,500,000.
0.60%
$8.5M-$10M
For assets under management exceeding $8,500,000 and up to $10,000,000.
0.55%
$10M+
For assets under management exceeding $10,000,000.
Our Clients
Partners – it’s in our name and something we value deeply.
Our goal is to create lasting partnerships built on trust and respect. That is why before committing to our wealth management services, we take time to get to know you – at no cost. During this meeting, we learn about your life’s journey and what you hope to see around the next bend. We also share our approach to retirement planning and asset management. Then, if we both agree it’s a good fit, our partnership begins.
Are you nearing retirement or newly retired?
If you’re considering wrapping up your career within the next ten years, now is the time to talk with one of our financial advisers.
Do you need help organizing and optimizing your existing investments to ensure they are supporting your retirement goals?
Perhaps you’ve been diligent with your investments and saving for the future, but you need help balancing, organizing, and optimizing your assets so both you and your family have a clear picture of your financial future. We’re here to help.
Do you have a minimum of $1,000,000 of investable assets?
As a general rule, our services are best suited for individuals and families with a minimum investable assets of $1,000,000. Below that threshold, we encourage you to investigate other fee-only financial services.
Get acquainted with your Verus family.
Each of our associates is pivotal to who we are. They are hardworking, caring, and eager to help.
Our Specialties
Learn how we incorporate investment strategies and tax considerations when creating your financial plan.
FAQs
Explore our library of commonly asked questions. If you can’t find what you’re looking for, feel free to ask us directly.
A clear path for retirement and beyond.
Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.