Verity Investment Management offers investment management services on a discretionary basis as a third-party manager or sub-advisor, and non-discretionary investment portfolios on a model delivery basis. They design portfolios with the goal of providing an innovative income growth solution for institutions and financial professionals. Verity Investment Management also provides sub-advisory services to registered investment advisors.
Assets Under Management$1.2B
Clients440
Advisors12
Avg. per Client$2.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and vary by investment strategy, product type, account size, customization requirements and required service levels. Model Delivery is offered at 0.30% with no minimum account size. Direct Contract fees are custom.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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