Assets Under Management
$342.9M
Number of Clients
329
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$114.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Veripax Wealth Management offers personalized financial planning and investment management services. They provide advice on financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. They manage assets on a discretionary basis, primarily using exchange-traded investments, stocks, bonds, and alternative assets. The firm is independent and does not sell commissioned products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Negotiable fixed fee for assets above $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
101 Parkshore Dr., Ste 100, Folsom, CA, 95630