Verus Capital Partners, LLC
Assets Under Management
$2.1B
Number of Clients
4,040
Number of Advisors
46
Average Client AUM
$512K
AUM per Advisor
$44.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Verus Capital Partners, LLC is committed to helping clients build, manage, and preserve wealth. They assess risk tolerance, investment time horizon, and objectives to tailor personalized investment portfolios. Services include financial planning, consulting, and discretionary asset management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.50% |
Fee Estimator
Financial planning fees are either fixed (up to $5,000) or hourly ($500/hour for IAR, $100/hour for Para-planner, $50/hour for admin support). Consultation fees are up to $500/hour or fixed ($500-$5,000). Ongoing consultations are fixed fees ($5,000-$15,000 annually). 401(k) pension consulting has tiered AUM fees. Asset management fees follow a schedule outlined below and may be negotiable. A minimum of $250,000 is generally required to open an asset management account, but exceptions can be made.
Areas of Practice
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258