Veracity Capital offers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, primarily focusing on high-net-worth clients. Veracity provides customized investment management, planning, and consulting services tailored to each client's needs. Veracity may use internal investment management or outside managers. Financial planning services include investment, retirement, and estate planning. Veracity also serves as an ERISA 3(21) Fiduciary to retirement plans.
Assets Under Management$700M
Clients331
Advisors10
Avg. per Client$2.1M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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