Asneth Omare is a registered investment advisor at Veritas Financial Services, LLC, based in Plymouth, WI, with 3 years of industry experience. Asneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable based on aggregate value of related accounts or complexity.
Fee Estimator
Location
506 E. Mill Street, Suite 101, Plymouth, WI, 53073
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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.
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Asneth is the owner and principal consultant at Omare Consulting, a nonprofit consulting business, since January 2022. She dedicates a few hours per week to consulting with nonprofits on program development, implementation, reporting, and grant writing.
Employment History
Current Registrations
Veritas Financial Services, LLC
State Registrations2 states
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