Veritas Wealth Management offers wealth management services to individuals and families, combining investment management with financial planning. They use a systematic process to understand client goals, create plans, and track progress. The firm may offer a complimentary initial consultation and a Wealth Management Plan at no cost. Regular progress meetings are scheduled to discuss client situations and review investments. Financial planning may address retirement, tax, charitable, succession, risk management, education funding, major purchases, business, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Wealth Management fee and minimum may be modified based on the nature of services to be provided, types of investments, portfolio makeup, and/or the complexity of the client’s situation.