| 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
Get directionsNo 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 →Gregory is the CEO and President of Foundation Financial & Insurance Services, LLC, dedicating full-time hours to meeting with clients about retirement and investment needs. He is also the CEO and Owner of Komsky & Associates, LLC, spending minimal time on administrative duties, and a contractor for Verity Asset Management, Inc., working full-time as an investment advisor representative. Additionally, Gregory is a Partner and Manager at Karma Capital Insurance Solutions, LLC, spending about 10-20% of his time managing business activities and overseeing P&C insurance sales.