Jared Todd is a registered investment advisor at Veritas Private Wealth Management, based in Franklin, TN, with 10 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
AUM Advisory fee does not include SMA/TAMP manager fees, and that these are separate/”layered” fees paid by the client. At no point will the combined advisory fees charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Franklin, TN
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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 →Other Business Activities
Jared is a managing member of Lone Star Opportunities LLC, a real estate business, and is responsible for funding. This investment-related activity requires minimal time.
Employment History
Current Registrations
Veritas Private Wealth Management
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
State Registrations1 state
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