Veracity Wealth Management LLC
Assets Under Management
$46.4M
Number of Clients
17
Number of Advisors
1
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$46.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Veracity Wealth Management offers investment advice and financial planning. For investment management, Veracity Wealth manages client portfolios based on their goals, risk tolerance, and financial situation. Financial planning services include retirement planning, estate planning, and insurance needs analysis. Veracity Wealth may use third-party service providers to assist with tax and estate planning.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.45% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Location
17W220 22nd Street, Suite 445, Oakbrook Terrace, IL, 60181