Vert Asset Management

Financial Advisor in Sausalito, CA

Firm Info
Address: 85 Liberty Ship Way, Sausalito, CA 94965, USA
Phone: (415) 650-7129

Firm Size
Assets Under Management: $175.7 million
# of Advisors: 2
# of Clients: 1
Client to Advisor Ratio: 1:1
Average Account Size: $175.7 million
# of Offices: 1

Services Offered
  • Portfolio Management Investment Company
  • Educational Seminars & Workshops

Types of Clients
  • Investment Companies

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Vert Asset Management LLC Overview

VERT ASSET MANAGEMENT LLC is a registered investment advisory firm located in Sausalito, CA. Established in 2017, the firm specializes in providing investment advice only and operates on a fee-only basis. As a fee-only firm, VERT ASSET MANAGEMENT LLC does not receive commissions or any other benefits from third-party products or services, ensuring that their advice is always in the best interest of their clients. The firm offers portfolio management services that are designed to help clients achieve their financial goals and objectives. With a team of experienced professionals, VERT ASSET MANAGEMENT LLC is committed to creating customized investment portfolios that are tailored to the unique needs and risk profiles of their clients. In addition to portfolio management, VERT ASSET MANAGEMENT LLC provides educational seminars and workshops to help individuals and organizations enhance their understanding of investment strategies, risk management, and financial planning. With a focus on empowering clients to make informed investment decisions, the firm's educational programs are designed to help clients build, grow, and protect their wealth over the long term.

VERT ASSET MANAGEMENT LLC caters to a diverse range of clients. They specialize in providing investment management services to investment companies such as mutual funds, private equity funds, hedge funds, and other institutional investors. Additionally, they work with high net worth individuals and family offices who are looking for bespoke asset management solutions. VERT ASSET MANAGEMENT LLC also serves corporate pension plans and endowments who require professional assistance in managing their investment portfolios to ensure long-term growth. VERT ASSET MANAGEMENT LLC allows its clients to choose from different fee structures based on the service they require. One of the most common fee structures is based on a percentage of assets under management (AUM). Under this arrangement, clients pay a percentage of the total assets that the firm manages on their behalf. This fee structure provides an incentive for the firm to maximize returns and aligns their interests with those of their clients. Other fee structures that VERT ASSET MANAGEMENT LLC offers include hourly rates, retainer fees, and performance fees. All fees are transparently communicated to clients and are based on customized service agreements that meet the specific needs of each client.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for VERT ASSET MANAGEMENT LLC does not mention an investment minimum.

How This Office Can Help Sausalito, CA Residents

Vert Asset Management is a leading wealth management firm in Sausalito, CA, dedicated to helping clients achieve their financial goals and aspirations. The firm offers a suite of financial planning and investment management solutions tailored to meet the unique needs of each client. Vert Asset Management helps clients with a range of different financial situations, including retirement planning, estate planning, tax planning, and investment management. Given the high cost of living in Sausalito, CA, many clients may be facing financial challenges such as saving for retirement, managing debt, and saving for a child's education. Vert Asset Management assists clients in identifying these challenges and creating a financial plan that aligns with their goals and objectives. Whether it's developing a budget, selecting the right investment vehicle, or creating a diversified portfolio of assets, Vert Asset Management is committed to helping clients address their financial concerns and plan for a prosperous future.

To view the Minimum Investment and Fee Schedule for Vert Asset Management LLC, visit their Part 2 Brochure.

Services Offered by Vert Asset Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Vert Asset Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

This Office Location

Firm location 85 Liberty Ship Way, Sausalito, CA 94965, USA
Phone (415) 650-7129
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Other Office Locations

This firm has no other locations.

Disciplinary History

Vert Asset Management LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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