Veda Financial manages investment portfolios for individuals, trusts, corporations, retirement plans, and charitable organizations. Veda tailors each portfolio to the client's financial goals, risk tolerance, and liquidity needs, favoring active management. They also provide general advice on financial topics like cash flow and business succession planning.
Assets Under Management$55M
Clients55
Advisors2
Avg. per Client$1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Veda Financial's advisory fees are based on the value of your portfolio. The specific rate can vary depending on the size of your account and the types of investments it holds. Fees are charged at the end of the month or quarter. General financial planning services are included with the investment advisory fees. There are no minimum annual fees.
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