Verical Wealth Management
Verical Wealth Management (CRD# 154953) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $6,290,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$209,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Mark Shelby (CRD# 5304995) is an Investment Advisor Representative working at Verical Wealth Management in Virginia Beach, VA and has over 10 years of experience in the finance industry.