Veritas Wealth Advisors is a registered investment advisor located in Reno, Nevada, providing ongoing investment management and financial planning services. Veritas Wealth Advisors designs, customizes, and monitors portfolios across various strategies such as exchange-traded fund portfolios, high-dividend portfolios, individually managed accounts, and separately managed accounts. In addition to portfolio management, Veritas Wealth Advisors helps clients develop financial programs covering cash flow analysis, insurance, retirement, and tax or estate planning strategies. Veritas Wealth Advisors also offers referrals to third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.35% |
| $750K - $2.5M | 1.25% |
| $2.5M - $4.5M | 1.15% |
| $4.5M - $7.5M | 1.05% |
| $7.5M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Schedule reflects High Dividend Portfolio Management, ETF Portfolio, or Separately Managed Accounts. Individually Managed Accounts use a lower schedule starting at 1.00% and dropping to 0.50%. Fees are negotiable.