Henry Tebben is a CFA-designated registered investment advisor at Veritas, based in Punta Gorda, FL, with 20 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Veritas Farms charges a percentage of the value of your portfolio, calculated based on the average market value of the account each quarter. The fee is charged at the end of the quarter.
The annual fee ranges are:
- $0 to $2 million: 0.25% to 1.0%
- Above $2 million: 0.10% to 1.0%
Fees are negotiable and agreed upon in writing. Veritas advocates for low-fee funds and does not accept commissions.
Location
Punta Gorda, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Veritas
Previous Registrations
Princor Financial Services Corporation
Manulife Financial Securities LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.