Vernon Management Group, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,300,000
Total clients
54
28% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
18
Average account size
$783,333
Client services
Fee options
Flat fee of $5,000 per quarter for investment management services, negotiable; financial planning fees $500 - $15,000
$0 - $2,500,000: 2% $2,500,001 - $3,500,000: 1.6% $3,500,001 - $4,500,000: 1.5% $4,500,001 - $10,000,000: 1.4% $10,000,001+: Negotiable
Consulting fees minimum $250 per hour, negotiable
Account minimum: $200,000 (generally), but no absolute minimum; individually negotiated Minimum fee: Minimum quarterly management fee of $5,000 or the fixed percentage, whichever is greater Fee-only: Flat fees for financial planning ranging from $500 to $15,000 with a minimum of $500
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Vernon Management Group, Incorporated
3200 Lauderdale Road, Suite 103
Richm0 Nd VA 23233, United States
Number of offices
1
Forms ADV
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