Veridian Private Wealth Management offers investment management services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. They assess a client’s situation to develop a comprehensive investment strategy. The firm creates custom portfolios that are individually structured and developed to align with the client's goals, risk tolerance and time horizon. Veridian Private Wealth Management also offers qualified plan consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$8.3M
Clients4
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$8.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Veridian Private Wealth Management reserves the right to customize client fee arrangements on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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