Veery Capital is a registered investment advisor offering personalized wealth management, financial planning, and retirement plan advisory services. Veery Capital helps individuals, high net worth families, trusts, estates, and businesses build and manage investment portfolios primarily using exchange-traded funds and mutual funds based on modern portfolio theory. In addition to continuous portfolio management, Veery Capital provides comprehensive financial planning covering retirement, tax strategies, estate planning, education savings, and insurance needs. Clients can also receive retirement plan consulting services for company-sponsored plans. Veery Capital tailors its approach to each client's unique goals, risk tolerance, and financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.81% |
| $2.0M - $3.0M | 0.56% |
| $3.0M - $4.0M | 0.39% |
| $4.0M - $5.0M | 0.26% |
| $5.0M - $10.0M | 0.17% |
| $10.0M - $15.0M | 0.11% |
| $15M+ | 0.07% |
Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.