Verité Financial provides financial advice to clients for a flat fee of $599. The service includes three one-hour meetings to guide clients in asset allocation, budget creation, and systematic investing. Clients receive an Investment Policy Statement. There is no ongoing review or additional services beyond the three meetings. The target client is a typical American household that desires to plan for common life events.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Three one-hour meetings to guide clients in asset allocation, budget creation, and systematic investing, including an Investment Policy Statement: $599
One-Time Plan:$599
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