Verona Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Verona Capital Management provides investment advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Verona Capital Management offers investment supervisory services and furnishes investment advice through consultations. The firm primarily invests in equity securities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities, United States government securities and options contracts on securities. Verona Capital Management will provide an asset allocation plan to a client on an annual basis, using a non-discretionary option versus ongoing account management (discretionary).

Assets Under Management$70M
Clients67
Advisors2
Avg. per Client$1M
Avg. per Advisor$35M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm