Veach Family Financial is a registered investment advisor founded in 1994, located in North Little Rock, Arkansas. Operating as a fee-only firm, Veach Family Financial provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using globally diversified portfolios primarily built with passively managed mutual funds and exchange-traded funds. In addition to managing investment portfolios, Veach Family Financial advises clients on retirement planning, education funding, cash flow, and estate planning. The firm maintains an affiliation with an accounting practice, Independent Tax Services, to provide comprehensive support.
Fee Structure
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.