Vero Advisors offers ongoing investment management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Vero has the authority to make trades without asking first. Vero limits its money management to mutual funds, stocks, ETFs, hedge funds, REITs, options, and cash. Vero offers the same services to all clients, but specific financial plans and their implementation depend on the client's Investment Policy Statement.
Assets Under Management$17M
Clients25
Advisors1
Avg. per Client$670K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Alternatively, Vero reserves the right to charge clients a negotiated percentage of assets under management. Assets of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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