Paul Mayes
Paul Mayes is a registered investment advisor at Veritas Investment Advisory Group LLC, based in Hendersonville, NC, with 5 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 132 clients with $46M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
These fees apply to portfolios including individual equities, ETFs, and mutual funds. For portfolios including only fixed income securities, cash and cash equivalents: up to $250,000 is 0.50%, above $250,000 is 0.25%. All fees are negotiable at VIAG's sole discretion.
Fee Estimator
Location
Hendersonville, NC
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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 ActivitiesSells Insurance
Paul is a licensed insurance agent offering products through various insurance carriers. He may receive commissions or other compensation in addition to advisory fees.
Employment History
Current Registrations
Veritas Investment Advisory Group LLC
Previous Registrations
Shankland Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.