Enrique Figueroa is a CFP-designated registered investment advisor at Veritas Wealth Partners, LLC, based in San Mateo, CA, with 14 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
VWP may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
San Mateo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Veritas Wealth Partners, LLC
Previous Registrations
Glovista Investments LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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