Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Veritas Financial Services provides personalized financial advisory services through financial planning, consulting, and investment management via third-party money managers like Matson Money. They monitor the manager's performance and act as the client's point of contact. Financial planning services are offered at different levels.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable based on aggregate value of related accounts or complexity.
506 E. Mill Street, Suite 101, Plymouth, WI, 53073