A complete list of active advisors currently associated with Vermillion Wealth Management Inc.

Warmer can help you find a great advisor at Vermillion Wealth Management Inc. or one who fits your needs even better.

Vermillion Wealth Management provides fee-based investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and qualified retirement plans. Its services include discretionary portfolio management, one-time and ongoing financial planning, and ERISA 3(21) plan advisory services; the firm also sponsors a wrap fee program described in its Form ADV. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a mix of fundamental, technical, and cyclical analysis, with ongoing monitoring, rebalancing, and tax-loss harvesting as part of its service model. Accounts are custodied at Schwab Advisor Services, trades may be aggregated across client accounts, and account reviews are performed at least quarterly. A principal of the firm also co-owns and serves as an executive of a bank and co-owns an insurance agency, a relationship disclosed in the brochure with related conflict-of-interest mitigations. The brochure reports $433,423,433 in discretionary assets across approximately 1,413 clients served by five advisors (about 280 clients per advisor), a client-to-advisor ratio and wrap-fee sponsorship that are both uncommon among comparable team firms.

To learn more about the advisors currently working at Vermillion Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.