Veach Family Financial offers personalized investment management and financial advice. Services include determining financial objectives, identifying financial concerns, investment management, education funding, retirement planning, and estate planning. Veach Family Financial primarily invests client assets in no-load mutual funds and ETFs, and occasionally individual stocks and bonds.
Assets Under Management$130M
Clients195
Advisors2
Avg. per Client$690K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
All fees are negotiable. Minimum annual fee is $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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