Chandler Warren is a registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 3 years of industry experience. Chandler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 states
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