Veritas Farms, operating as Veritas, is a registered investment advisor providing advice to qualified retirement plans and individuals. Veritas aims to work in the client's best interest with skill, prudence, loyalty, and integrity. Services for individuals include recommendations for account types, investment advice, asset allocation, performance monitoring, and discretionary asset management. Veritas may use third-party money managers for specialized needs.
Fee Structure
Veritas Farms charges a percentage of the value of your portfolio, calculated based on the average market value of the account each quarter. The fee is charged at the end of the quarter.
The annual fee ranges are:
- $0 to $2 million: 0.25% to 1.0%
- Above $2 million: 0.10% to 1.0%
Fees are negotiable and agreed upon in writing. Veritas advocates for low-fee funds and does not accept commissions.