Veracity Capital LLC offers comprehensive investment management, financial planning, and consulting services tailored primarily to high-net-worth individuals, families, trusts, estates, and businesses. Veracity Capital creates customized investment strategies through personal client interactions, utilizing internal portfolio management—primarily consisting of mutual funds, exchange-traded funds, individual stocks, and fixed income securities—as well as outside money managers when appropriate. The firm's approach includes fundamental, technical, quantitative, and cyclical analysis with a long-term focus. In addition to investment management, Veracity Capital provides financial planning covering retirement, estate planning coordination, education savings, and investment planning, as well as retirement plan consulting. Affiliated entities also offer insurance products and tax preparation services. Veracity Capital operates with discretionary authority to manage client portfolios and requires clients to hold their assets with a designated qualified custodian.
Fee Structure
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 at the sole discretion of the advisor. Certain clients may have a fixed annual fee or different fee schedule.