Veritas Wealth Advisors offers financial planning, asset management, and business consulting to high-net-worth individuals, families, and businesses. Veritas provides custom financial analysis and solutions, taking a holistic approach to managing clients’ financial situations, including investments, income and estate taxes, retirement planning, and business counseling.
Assets Under Management$34M
Clients23
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$17M
Fee Structure
Veritas Wealth Advisors charges an annual investment management fee based on a percentage of the value of the assets managed. The fees vary depending on the amount of assets under management and the investment program selected. For clients using both investment management and financial planning services, the minimum annual fee is $10,000. Fees may be negotiable.
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