Veris Wealth Partners is an independent, woman-led firm that provides investment advice to individuals, families, endowments, and foundations. Veris focuses on sustainable, responsible, and impact investing, structuring diversified portfolios that aim to drive positive change while delivering competitive market performance. Veris offers discretionary and non-discretionary investment management, financial planning, and consulting services.
Assets Under Management$2.3B
Clients342
Advisors8
Avg. per Client$6.6M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees negotiable for accounts over $100,000,000.01. A 5% discount is applied to non-profit organizations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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