Veridos Capital LLC manages two private investment funds, seeking income and capital appreciation through a proprietary trading system. The firm may also manage assets for individual clients and provide financial planning advice covering retirement, investments, taxes, insurance, and estate planning. Veridos aims to improve clients' asset utilization and capital accumulation.
Assets Under Management$15M
Clients17
Advisors3
Avg. per Client$880K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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