Veritas Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. They manage investment portfolios using mutual funds, exchange-traded funds, individual debt and equity securities, and privately placed securities. VWP works with clients to assess their risk tolerance, time horizon, and financial goals.
Assets Under Management$140M
Clients43
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
VWP may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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