Veritas Financial Services provides personalized financial advice through financial planning, consulting, and referrals to third-party investment managers like Matson Money. Veritas helps clients determine an appropriate investment portfolio with Matson Money based on their goals, risk tolerance, and time horizon. Veritas monitors the money manager's performance and acts as the client's point of contact. Veritas also offers financial planning services, including comprehensive, modular, and hourly consultations.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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