Assets Under Management
$1.0B
Number of Clients
5,730
Number of Advisors
53
Average Client AUM
$182K
AUM per Advisor
$19.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Verity Asset Management offers discretionary portfolio management through model portfolios and individual portfolio management. They also provide institutional portfolio management, sub-advisory services, and financial planning on a limited basis. The firm uses tactical asset allocation, value strategies, and income strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Alternate fee arrangements are available and may be agreed upon based on individual circumstances. We may group certain related accounts for the purpose of determining fees. Accounts holding unmanaged securities only will not be charged an investment advisory fee. Employees of Verity Asset Management will not be charged an investment advisory fee for their Verity 401(k) plan accounts.
280 S Mangum St, Ste 550, Durham, NC, 27701-3676