Virtus Family Office

Virtus Family Office, LLC is a registered investment advisory firm established in July 2018 and located in El Paso, Texas. They specialize in providing investment advisory services primarily to high net worth individuals, ultra-high net worth individuals, corporations, charitable organizations, estates, pooled investment vehicles, and other business entities. The firm offers asset management services on a discretionary or non-discretionary basis, financial planning and consulting services, and fund investment management services. Virtus does not participate in wrap fee programs and has a preferred minimum account size of $3,000,000, although they may consider clients with less than this amount at their discretion. As of December 31, 2024, Virtus managed assets totaling $543,127,435 on a discretionary basis. Fees for asset management services are up to 1.0% of total assets under management and may be negotiable. Financial planning fees are project-driven and vary based on complexity. Virtus does not charge performance-based fees and does not participate in soft dollar benefits. Clients have the option to grant discretionary authority for trading, and the firm does not vote client securities proxies. Virtus has a code of ethics in place and does not have any disciplinary events related to past or present investment clients.