Veracity Wealth Management offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, and businesses. Veracity Wealth manages investment portfolios based on each client's goals, risk tolerance, and financial situation. Financial planning services include retirement planning, estate planning, and insurance needs analysis. Veracity Wealth may use third-party service providers to assist with tax and estate planning.
Assets Under Management$46M
Clients17
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.45% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...