Verde Capital Management, Inc.

RIASEC RegisteredEst. 2008

Total AUM

$843M

Discretionary

$811M

96% of AUM

Avg account

$190K

Accounts

4,435

Employees

Advisory reps

Firm details

Headquarters: Clarkston, Michigan
CRD number: 147179
Registered since: May 21, 2008
Website: www.verdecm.com
Custodians: CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI70.27%
Individuals24.45%
Pension & Profit Sharing Plans2.7%
Charitable Organizations1.92%
Corporations / Businesses0.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Verde Capital Management, Inc. is an independent, SEC-registered RIA that has been operating since 2008. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and portfolio management across individual, small-business and institutional mandates, and the firm also offers pension consulting and educational seminars. In addition to advisory work, Verde Capital carries out insurance brokerage and accounting activities. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm is not classified as a capital allocator, and it is not listed as an active multi-state or ESG-focused adviser in the snapshot data.