Veritas Financial Consulting provides investment advice and financial planning services. They manage investment portfolios based on individual client needs and offer financial planning covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Veritas acts as a fiduciary, prioritizing client interests.
Assets Under Management$74M
Clients69
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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