Vermillion & White Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,557,328
Clients
334
Advisors
5
of 5 employees
About
Vermillion & White Wealth Management Group serves individual and institutional clients, including high‑net‑worth individuals, offering comprehensive financial planning, discretionary and non‑discretionary portfolio management, and pension consulting for employer retirement plans. The firm also acts in a co‑advisory capacity with third‑party money managers when appropriate.
Its investment approach emphasizes matching portfolios to each client’s risk tolerance, time horizon, and objectives using fundamental and technical analysis, strategic asset allocation, diversification, and periodic rebalancing, with guidelines limiting single‑security and company exposure. VWG custodies accounts at major custodians and, with client consent, can manage “held‑away” employer plan assets via a third‑party order management service that requires clients to provide and maintain access credentials.
Compared with many peers, VWG discloses formal referral and endorsement arrangements with outside promoters—including local accounting professionals who refer clients and receive compensation and complimentary advisory services—which the firm acknowledges as a potential conflict of interest. The firm’s operational use of a held‑away access platform (with a separate service fee and explicit client responsibilities for credential updates) is another distinctive feature relative to typical team firms.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% - 1.50% $1,000,000 - $5,000,000: 0.60% - 0.90% $5,000,000+: 0.40%
$250 per hour for financial planning and certain non-discretionary advisory services
Fee-only: $250 per hour for financial planning and certain non-discretionary advisory services
Main office
521 Kimberton Road
Phoenixville PA 19460
Advisors at this office
5
Most active in
California · Florida · New Jersey · Pennsylvania · Texas
Also doing business as
Investment Advisory Services · Vermillion & White Wealth Management Group · Vermillion & White Wealth Management Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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