No Verus employee sells financial products such as life insurance or annuities. We are dedicated solely to financial planning, tax advisory, and investment guidance. Our skilled financial planners work with you to determine which outside products or investments are the best fit for you and your family’s needs, but we are not incentivized on those recommendations.

Most financial planners charge fees and earn commissions on the sale of products and investments; in fact, the majority of financial planners do. But at Verus, we price differently and transparently: clients generally pay a fee as a percentage of their assets under our management – and that’s it. Our firm is founded on the belief that fee-only pricing paired with a team of skilled, caring professionals is how financial planning should be. You can trust that the guidance you receive from Verus is in your best interests.

Fee Structure

We charge a fee based upon the assets we manage for you.* Our annual fee is billed quarterly and is calculated using the market value of those investments. This fee covers ongoing financial planning, which includes investment management, tax planning and tax preparation.

Please view our Investment Advisor Brochure for more information.

*At its discretion, Verus can be engaged on 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.

ADV Part 2A
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.

Verus Financial Partners – Form CRS