Verus Wealth Management Fees & Minimum

Overview

Headquarters: De Pere, WI
Total Firm Assets: $143 million
Average High-Net-Worth Client Portfolio Size: $3.8 million

Fee Disclosure

Source: ADV PART 2A (2026-07-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.95%
$2,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.45%
$10,000,001	and above	0.30%

Stated Minimum Annual Fee: $6,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,500	0.95%
$5 million	$41,500	0.83%
$10 million	$64,000	0.64%
$50 million	$184,000	0.37%
$100 million	$334,000	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 94.93%
Number of High-Net-Worth Clients: 36
Total Client Accounts: 189
Discretionary Accounts: 189

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 323130

ADV PART 2A (2026-07-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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