Philosophy

White-glove service in a first-class way. We meet our customers where they are, and strive to make their lives as seamless as possible.

Services

Financial planning and investment management go hand-in-hand. We want you to generate as much cash flow as possible through diligent budgeting, keep as much as possible by optimizing tax strategy, and compound your wealth as quickly as possible through smart, long-term investing.

Investment Management

Low-cost investing

Appropriate asset allocation

Consistent market exposure

Fee-only, no commissions

Financial Planning

Cash flow optimization and budgeting

Goal-setting and tracking

Tax optimization

Estate planning

Pricing

We charge a fee of 0.75% of all assets under management (AUM).

Financial planning fees are determined on a case-by-case basis depending on complexity, but are waived entirely for all clients with $50,000 or more in AUM.

We charge a flat fee of $1,500 for estate plans, which include Living Trusts, Wills, and Powers of Attorney. For complex situations, we work with outside counsel on customized plans, which may cost more.

Virgil Wealth Advisory, LLC (“Virgil Wealth”) is a registered investment advisor offering advisory services in the States of New York and Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Virgil Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virgil Wealth, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.