Advisor at Vertis Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vertis Wealth, LLC
Location
Bay City, MI 48708
Credentials
Series 65
Industry experience
< 1 year
Taylor Hemphill is a financial advisor at Vertis Wealth, LLC in Kalamazoo, MI, holding a Series 65 designation. He has worked with Vertis Wealth since 2016 in various roles and has experience as an insurance agent offering health and life insurance products. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm’s investment approach emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.
Based on Vertis Wealth, LLC
Based on Vertis Wealth, LLC
$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually $4,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually
Separate commission-based compensation for insurance products sold by investment adviser representatives acting as insurance agents
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services
101 E. Main St., Suite 150
Bay City, MI 48708
Michigan · Texas
Vertis Wealth LLC (f/k/a TriFound Advisory LLC)
2025 - Present (1 year)
Vertis Wealth LLC (f/k/a TriFound Advisory LLC)
2019 - 2025 (6 years)
Tailor
2017 - 2019 (2 years)
Ultius
2017 - 2019 (2 years)
Morley
2017 - 2017 (1 year)
University of Laval
2017 - 2017 (1 year)
Best Buy
2016 - 2017 (1 year)
Vertis Wealth LLC (f/k/a TriFound Advisory LLC)
2016 - 2016 (1 year)
Francesca's Collections
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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ChFC®, Series 63
Bay City, MI
Professional Analysts, LLC
Series 65
Bay City, MI
Brown Financial Planning LLC
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