| 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 →Erik is involved in several businesses, including an insurance and pension agency (Teacher's Pension and Insurance Services), a registered investment advisor (Verity Asset Management), and multiple real estate and insurance-related ventures. He dedicates a full-time effort to Verity Asset Management and Teacher's Pension and Insurance Services.