| 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.
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
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Learn about disclosures →Christopher is an insurance agent at W.M. Durham Associates LLC since 2012, dedicating nearly full-time hours to sales and service of insurance products. He also works with Corporate & Estate Analysts Inc. selling Medicare and final expense insurance, dedicating a few hours per week, and is an agent with Verity Financial Group, Inc. selling insurance and annuity products but spends no time on this activity.