Assets Under Management
$695.4M
Number of Clients
331
Number of Advisors
12
Average Client AUM
$2.1M
AUM per Advisor
$58.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Veracity Capital LLC offers customized investment advisory solutions through personal client contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create appropriate investment strategies. Services include internal investment management using various securities and the use of outside managers. Financial planning services are also offered as part of the investment advisory engagement or as a separate engagement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above.
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339