| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Alternate fee arrangements are available and may be agreed upon based on individual circumstances. We may group certain related accounts for the purpose of determining fees. Accounts holding unmanaged securities only will not be charged an investment advisory fee. Employees of Verity Asset Management will not be charged an investment advisory fee for their Verity 401(k) plan accounts.
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
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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 →Gregory is a sole proprietor and president of a law firm (Trust Counsel), dedicating full-time hours to offering legal services. He is also an officer and managing member of TrustProtector, LLC, spending minimal time providing legal services, and an investment advisor representative for Verity Asset Management, Inc., spending a few hours per week providing investment advisory services.