Benjamin Matzell is a registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
F3logic, LLC
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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