Veritas Wealth Management (VWM) manages investment portfolios for individuals, retirement plans, trusts, and businesses. VWM works with clients to determine their investment objectives and risk profile, creating a written investment policy. VWM typically uses no-load mutual funds and exchange-traded funds (ETFs). VWM also provides financial planning services, covering areas like personal finances, education, taxes, retirement, and investments. VWM may recommend accounting services from an affiliated firm.
Assets Under Management$140M
Clients56
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$140M
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Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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