Veridan Wealth offers asset management and financial planning services to individuals and other clients. As a fiduciary, Veridan is legally required to act in the client's best interest. Veridan creates tailored investment strategies based on client needs, goals, and risk tolerance. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting.
Assets Under Management$670M
Clients232
Advisors4
Avg. per Client$2.9M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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