Veritas Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, charitable organizations, and small businesses. Veritas Wealth Management focuses on long-term investment strategies using modern portfolio theory, building diversified portfolios primarily from passively managed mutual funds, exchange-traded funds, and individual fixed-income securities. The firm also offers consulting on financial planning topics such as income and estate tax planning, business sale structures, college savings, retirement planning, insurance analysis, and personal cash flow. Portfolios are managed on a discretionary basis, with investments often selected using model portfolios and sub-advisors. In addition to investment management, Veritas Wealth Management offers standalone financial planning for a fixed fee or hourly rate. The firm emphasizes broad asset allocation over market timing or stock picking to help clients achieve their financial goals while managing risk.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees and account minimums may be negotiable based on family relationships or individual circumstances.
