| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Alternate fee arrangements are available and may be agreed upon based on individual circumstances. We may group certain related accounts for the purpose of determining fees. Accounts holding unmanaged securities only will not be charged an investment advisory fee. Employees of Verity Asset Management will not be charged an investment advisory fee for their Verity 401(k) plan accounts.
280 S. Mangum Street, Suite 550, Durham, NC, 27701
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy is an Investment Advisor Representative and Officer/Director at Verity Asset Management, dedicating full-time hours to investment advisory services. She also serves as an Officer and Director at Verity Financial Group, an insurance agency and holding company, and as a Partner, CFO, and COO at PlanScope360, LLC, a third-party administration company, each taking about 10-20% of Amy's time and full-time respectively.