Expert Profile: VERUS CAPITAL PARTNERS, LLC
VERUS CAPITAL PARTNERS, LLC is a highly reputable financial advisory firm with a strong commitment to providing expert financial services to clients. With a team of experienced financial professionals, VERUS CAPITAL PARTNERS, LLC offers comprehensive financial guidance and strategic solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice tailored to each client’s individual needs and goals
- Offers a wide range of financial services to assist clients in managing their finances
- Builds long-term relationships with clients based on trust, integrity, and transparency
Facts and Insights
Here are some key facts and insights about VERUS CAPITAL PARTNERS, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion (as of 2020) | 12 | 10 years (founded in 2011) |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
VERUS CAPITAL PARTNERS, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Corporate executives
Fees & Compensation
The fees and compensation structure at VERUS CAPITAL PARTNERS, LLC is based on a percentage of assets under management. This ensures that the firm is aligned with the success of its clients and provides the best possible service to help them achieve their financial goals.
Background
VERUS CAPITAL PARTNERS, LLC was founded in 2011 by a team of experienced financial professionals with a strong passion for helping clients achieve financial success. The firm is headquartered in Boston, Massachusetts and has since expanded to serve clients nationwide.
Financial Advisor Disclosures to Know
As a highly reputable financial advisor, VERUS CAPITAL PARTNERS, LLC has a clean record with no disclosures to report. This further highlights the firm’s commitment to transparency and integrity in its operations.