Verita Strategic Wealth Partners offers investment management and financial advice to high-net-worth individuals, families, and related entities. Verita works with clients to understand their financial goals and creates customized investment plans. Services include strategic planning, asset allocation, portfolio construction, and comprehensive portfolio management. Verita also provides family office services such as bill payment, bookkeeping, and tax planning coordination.
Fee Structure
Verita Strategic Wealth Partners charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client and can be up to 1.5% per year. Some clients may have a minimum quarterly fee or flat fee structures. Clients also pay fees charged by other financial institutions and third parties, such as sub-advisors and fund managers.