Veridian Capital Partners offers investment advisory services to individuals and other clients. As a fiduciary, Veridian acts in the client's best interest. Services include wrap asset management, wrap comprehensive portfolio management, and standalone financial planning and consulting. Financial planning covers investment, retirement, estate, tax, education, real estate, and business planning. Veridian also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$470M
Clients762
Advisors8
Avg. per Client$620K
Avg. per Advisor$59M
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
One-Time Plan:$500 - $10,000
Hourly Rate:Up to $400/hr
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