Verdence Capital Advisors

Wealth Management Firm in Cecil County, MD

Firm Info
Address: 217 International Cir #200, Hunt Valley, MD 21030, USA
Phone: (888) 698-6698

Firm Size
Assets Under Management: $2.8 billion
# of Advisors: 24
# of Clients: 4,790
Client to Advisor Ratio: 200:1
Average Account Size: $592,438
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Verdence Capital Advisors, LLC Overview

Verdence Capital Advisors, LLC is an investment advisory firm based in Hunt Valley, MD. Established in 2017, it has already made a name for itself as a fee-only financial planning firm that specializes in investment advice only. The firm's fee arrangement reflects its commitment to transparency and impartiality in its dealings with clients. Verdence Capital provides a range of portfolio management services for both individuals and small businesses as well as for businesses or institutional clients. Its services are geared towards helping clients achieve their financial goals by making informed investment decisions. In addition to portfolio management and financial planning, Verdence also offers consulting services to its clients. These services help clients make better decisions about their investments and navigate the complexities of the financial market. One of the key features of Verdence Capital Advisors is its commitment to providing personalized services to its clients. Its team of experienced advisors has extensive knowledge in the financial industry, allowing them to offer customized solutions that meet the unique needs of each client. The selection of other advisors is also offered, which allows clients to benefit from a wider range of investment expertise. With a focus on delivering comprehensive financial services that help clients achieve long-term success, Verdence Capital Advisors is a trusted partner for anyone seeking to grow their wealth.

VERDENCE CAPITAL ADVISORS, LLC caters to a diverse range of clients, serving individuals and high net worth individuals, pension or profit sharing plans, and charitable organizations, among others. The firm's specialized services cater to the discerning requirements of these clients, ensuring financial security and stability. VERDENCE CAPITAL ADVISORS, LLC provides comprehensive investment advisory and wealth management services that help clients achieve their financial goals while minimizing risks. With a commitment to delivering customized financial solutions, the firm has become a trusted advisor to a wide variety of clients. VERDENCE CAPITAL ADVISORS, LLC offers multiple fee structures to ensure clients can select a service that best suits their needs. Depending on the service provided, the firm offers three types of fee structures: percentage of asset under management (AUM), hourly, and fixed fees. For clients seeking investment management services, the firm charges a percentage of AUM, measured quarterly. Hourly fees are available for specialized consultation services, such as estate planning, legal advisory, and philanthropic counsel. Fixed fees are charged for financial planning services, which may range from performance reviews to tax planning. Clients can expect transparency, customized solutions, and clear communication from VERDENCE CAPITAL ADVISORS, LLC, which upholds the highest standards of fiduciary responsibility in all its transactions.

Typical Clients, Fee Structures & Investment Minimum

From the note in their Part 2 Brochure, it appears that VERDENCE CAPITAL ADVISORS, LLC does not have a specific investment minimum for clients. However, the registrant generally requires a minimum annual fee of $10,000.

How This Office Can Help Cecil County, MD Residents

Verdence Capital Advisors is a comprehensive financial advisory firm that caters to a wide range of clients in Cecil County, MD. They assist individuals and businesses alike by providing customized financial solutions designed to meet their specific needs and goals. One of the key services they offer includes investment management, where they help clients identify and manage investments that align with their financial objectives. For individuals in Cecil County, MD, Verdence Capital Advisors can provide crucial guidance on managing personal finances, which can include budgeting, retirement planning, and estate planning. The firm can also help clients navigate complex financial situations, such as inheritance and divorce, by providing expert advice and guidance every step of the way. For businesses, Verdence Capital Advisors can offer support with employee benefits packages, business valuation, and even mergers and acquisitions. Whatever the financial situation, Verdence Capital Advisors is dedicated to providing comprehensive, tailored financial solutions to clients in Cecil County, MD.

To view the Minimum Investment and Fee Schedule for Verdence Capital Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Verdence Capital Advisors, 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 Verdence Capital Advisors, 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.

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

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 217 International Cir #200, Hunt Valley, MD 21030, USA
Phone (888) 698-6698
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Verdence Capital Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • West Virginia

Disciplinary History

Verdence Capital Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.