Vertrix Wealth Management, LLC's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $4 million, 0.90% on the next $5 million, 0.80% on the next $5 million, 0.75% on the next $10 million, and negotiable rates above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #339547), Vertrix Wealth Management, LLC is subject to fiduciary duty under federal law.
Vertrix Wealth Management, LLC is headquartered in TROY, MI.
Vertrix Wealth Management, LLC serves 103 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, Vertrix Wealth Management, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Vertrix Wealth Management, LLC manages $343 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, Vertrix Wealth Management, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓