Vera Wealth LLC provides investment management and financial planning services tailored to individual client needs. They offer ongoing portfolio management, financial planning (both ongoing and project-based), and estate planning services through a third-party provider. Vera Wealth uses long-term, buy-and-hold passive investment strategies and asset allocation to manage risk. They do not require a minimum investment amount.
Assets Under Management$4.8M
Clients13
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees could be negotiable based on the complexity of your financial situation or total assets under management. In addition, Vera Wealth reserves the right to offer fee waivers or discounts at their sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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