Veritas Wealth Advisors offers ongoing investment advice and financial planning services. They customize and manage investment portfolios based on your goals and risk tolerance. They also refer clients to unaffiliated third-party money managers. Their services include Individually Managed Accounts, High Dividend Portfolio Management, Separately Managed Accounts, and ETF Portfolio Accounts. Fees are negotiable, and clients can terminate the agreement with a prorated refund.
Fee Structure
Veritas Wealth Advisors offers investment management services with fees based on the size of your portfolio. The fees vary depending on the type of account you have:
High Dividend Portfolio Management, ETF Portfolio, or Separately Managed Accounts:
- $250,000 - $750,000: 1.35% per year
- $750,001 - $2,500,000: 1.25% per year
- $2,500,001 - $4,500,000: 1.15% per year
- $4,500,001 - $7,500,000: 1.05% per year
- $7,500,001 - $10,000,000: 0.95% per year
Individually Managed Accounts:
- $250,000 - $750,000: 1.00% per year
- $750,001 - $2,500,000: 0.80% per year
- $2,500,001 - $4,500,000: 0.70% per year
- $4,500,001 - $7,500,000: 0.60% per year
- $7,500,001 - $10,000,000: 0.50% per year
Fees are paid quarterly in advance or in arrears. Fees are negotiable.