Richard Veerman offers investment advice to individuals and businesses. As a registered investment advisor, Richard Veerman is legally required to act in your best interest. Services include creating investment portfolios tailored to your specific needs, continuously monitoring those portfolios, and rebalancing them as needed. Richard Veerman aims to help clients meet their financial goals while considering their risk tolerance and time horizon.
Assets Under Management$28M
Clients10
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1000K | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The fee schedule is not tiered, meaning the stated percentage applies to the entire account balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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