Dennison Veru
Dennison Veru is a registered investment advisor at Palisade Capital Management, LP, based in Fort Lee, NJ, with 25 years of industry experience. Dennison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,754 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
Fees are negotiable. Institutional strategies have separate fee schedules ranging from 0.25% to 0.80% depending on the strategy and asset size.
Fee Estimator
Location
One Bridge Plaza, Suite 1095, Fort Lee, NJ, 07024
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
March 1999Other Business Activities
Dennison is a member of the board of directors for Brickell Biotech, Inc. since 2012 and BioCancell, LTD. since 2016, dedicating a few hours per week to each. Dennison is also the grantor/trustee of four trusts, spending minimal time administering them.
Employment History
Current Registrations
Palisade Capital Management, LP
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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