Verity Asset Management offers discretionary investment management, model portfolio strategies, and retirement plan services. The firm builds portfolios across a wide range of asset classes using tactical asset allocation, fundamental analysis, and technical analysis. Verity Asset Management manages various specialized strategies, including dividend growth, fixed income portfolios, value investing, and tactical income models, alongside third-party manager strategies. In addition to individual accounts, Verity Asset Management provides retirement plan consulting, pension planning, and financial planning on a limited basis. The firm operates primarily from Durham, North Carolina, serving individuals, high-net-worth clients, pension plans, endowments, and foundations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Enhanced Income Model charges a flat 0.60% and Tax-Exempt Income Model charges a flat 0.90%. Certain models carry additional strategy-specific management fees.