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Vertice Capital Partners, LLC

Headquartered in OXFORD, OH

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Firm Information

Vertice Capital Partners, LLC is a registered investment advisor specializing in financial planning, portfolio management for individuals and pooled investment vehicles. They offer educational seminars and manage a total of $3,474,000 in assets for 35 clients.

Vertice Capital Partners, LLC

$3.47M

Assets Under Management

35

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VERTICE CAPITAL PARTNERS, LLC has a total of 1 branch locations across the country.
location

OXFORD, OH

Advisors at Vertice Capital Partners, LLC

View All 2 Advisors
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Nicolette Marie Hampton

RA

OXFORD, OH

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John Joseph Cioffi

RA

OXFORD, OH

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Disclosures

There are no public disclosures for Vertice Capital Partners, LLC.

Frequently Asked Questions (6)

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