Veltria Advisors Corp. provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Veltria creates an Investment Policy Statement for each client. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. Veltria primarily recommends mutual funds and ETFs.
Assets Under Management$83M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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