Jane Swan is a CFA-designated registered investment advisor at Veris Wealth Partners, LLC, based in Oakland, CA, with 11 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 342 clients with $2.3B 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees negotiable for accounts over $100,000,000.01. A 5% discount is applied to non-profit organizations.
Fee Estimator
Location
1111 Broadway, Suite 300, Oakland, CA, 94607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Veris Wealth Partners, LLC
State Registrations1 state
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