Sean Bieker is a registered investment advisor at Veritas Wealth Advisors, based in Reno, NV, with 4 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 371 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veritas Wealth Advisors offers investment management services with fees based on the size of your portfolio. The fees vary depending on the type of account you have:
High Dividend Portfolio Management, ETF Portfolio, or Separately Managed Accounts:
- $250,000 - $750,000: 1.35% per year
- $750,001 - $2,500,000: 1.25% per year
- $2,500,001 - $4,500,000: 1.15% per year
- $4,500,001 - $7,500,000: 1.05% per year
- $7,500,001 - $10,000,000: 0.95% per year
Individually Managed Accounts:
- $250,000 - $750,000: 1.00% per year
- $750,001 - $2,500,000: 0.80% per year
- $2,500,001 - $4,500,000: 0.70% per year
- $4,500,001 - $7,500,000: 0.60% per year
- $7,500,001 - $10,000,000: 0.50% per year
Fees are paid quarterly in advance or in arrears. Fees are negotiable.
Location
140 West Huffaker Lane, Ste 510, Reno, NV, 89511
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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
Veritas Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Veritas Wealth Advisors
LPL Financial LLCBroker
Franklin/templeton Distributors, INC.Broker
State Registrations1 state
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