Veritas Financial Consulting provides personalized investment management and financial planning services to individuals and families from all walks of life. Veritas Financial Consulting builds tailored investment portfolios using modern portfolio theory, fundamental analysis, and technical analysis, while holding itself to a legal obligation to act in your best interest. In addition to managing investments, Veritas Financial Consulting offers holistic financial planning covering business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance analysis, retirement planning, risk management, and tax planning strategies. The firm serves individuals and high-net-worth individuals and does not require a minimum amount of money to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Fixed fee options for investment management may be offered at the firm's discretion.
