Veteran Wealth Planning provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. The firm also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. All ongoing clients receive both portfolio management and financial planning. Stand-alone consulting work is also available.
Assets Under Management$24M
Clients9
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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