Veratis Advisors offers retirement plan consulting and investment advice to plan sponsors. For personal clients, Veratis provides portfolio management and financial planning services. They formulate investment strategies and manage portfolios with discretionary authority. Financial planning services range from broad-based to single-subject planning, with written plans designed to help clients achieve their financial goals. Veratis primarily advises on publicly traded mutual funds and exchange-traded funds.
Assets Under Management$4.5B
Clients101
Advisors4
Avg. per Client$44M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be fixed in certain circumstances, but will not exceed 1.00% of the client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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