Verus Capital Partners, LLC

CRD#151568
Investment Advisor Firm

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Overview

Verus Capital Partners, LLC is a financial advisor company based in Scottsdale, Arizona. The company handles $470.1 million in assets over 2,824 accounts, making it one of the bigger firms in the country by assets under management (AUM). It has a small team of 39 employees, all of whom are financial advisors. Verus Capital Partners, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, options and equities.

Verus Capital Partners, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring the client's approval. The investment advisory firm's typical account size is $166,453. The average financial advisor at Verus Capital Partners, LLC administers around 72 client accounts, placing it towards the middle in terms of personalization.

Verus Capital Partners, LLC's main office is at 14256 N. Northsight Blvd., Scottsdale, Arizona 85260. It is registered to provide services to investors across 25 U.S. states and territories.

Assets Under Management

$470.1 million

Number of Advisors

39

Disclosures

No

Office Location

14256 N. Northsight Blvd.
Scottsdale, AZ 85260

Verus Capital Partners, LLC by the Numbers

Total Assets Under Management

$470.1 million

National Average: $3.3 billion
Total Number of Employees

39

National Average: 31
Total Number of Accounts

2,824

National Average: 1,935
Average Account Size

$166.5 thousand

National Average: $1.7 million

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Products and Services

Verus Capital Partners, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the past financial year, the company provided financial planning services to 11-25 of its clients. Verus Capital Partners, LLC is involved in selling products or offering services different than investment advisory services to its clients. The firm is also affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm.

Core Advisor Services

  • Offered by 44% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 61% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 10% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely depend on which services are offered. However, fee types charged by the company most likely include some blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.

Available

  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 39% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Verus Capital Partners, LLC provides services to retail investors and high net worth investors. Out of its 2,824 customers, Verus Capital Partners, LLC's largest client group by number of accounts is retail investors, though it also serves 51 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 1.81%
  • Other Individuals - 98.19%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Verus Capital Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Verus Capital Partners, LLC

Robert Sandberg
South Jordan, UT
Michael Phillips
Phoenix, AZ
Mark Tang
Scottsdale, AZ
Jeffrey Geiser
Scottsdale, AZ
Anush Haddadian
Van Nuys, CA
Satenik Nshanyan
Northridge, CA
Colleen Oshaughnessy
Scottsdale, AZ
Eric Cortez
Hermosa Beach, CA
Raymond Bramer
Santa Rosa, CA

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This content was compiled from the SEC and FINRA