| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Alternate fee arrangements are available and may be agreed upon based on individual circumstances. We may group certain related accounts for the purpose of determining fees. Accounts holding unmanaged securities only will not be charged an investment advisory fee. Employees of Verity Asset Management will not be charged an investment advisory fee for their Verity 401(k) plan accounts.
213 S Sierra Ave, Oakdale, CA, 95361-4013
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Learn about disclosures →Daniel is an insurance agent with Teacher's Pension & Insurance since 2014, spending about half his time on insurance activities. He is also involved in various other businesses, including Verity Asset Management, Teacher's Property Insurance Services, Public Solar LLC, Krause Financial & Insurance Services, and TPX Advisors.