Robert Oliver is a CFA, CFP-designated registered investment advisor at Verity Wealth Advisors, LLC, based in Sausalito, CA, with 22 years of industry experience. Robert 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 52 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VERITY Wealth Advisors' fees for full wealth management services are based on the amount of assets managed. The fees are:
- $1,666,667 and below: $10,000
- $1,666,667 to $5,000,000: $10,000 plus 0.60% of assets managed over $1,666,667
- $5,000,000 to $20,000,000: $30,000 plus 0.20% of assets managed over $5,000,000
- Above $20,000,000: $60,000 plus 0.15% of assets managed over $20,000,000
Investment management only services are generally available to clients with managed assets above $5 million, and fees are negotiated on a case-by-case basis, ranging between 0.15% and 0.50%. A limited number of clients have engaged VERITY on a flat dollar fee basis.
Location
One Harbor Drive, Suite 300, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Verity Wealth Advisors, LLC
State Registrations1 state
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