Verecan Capital Management Inc. provides investment management services to individuals, trusts, corporations, and charities. Verecan works with clients to determine an appropriate investment strategy based on their financial goals and risk tolerance. Verecan constructs and manages customized investment portfolios, primarily investing in publicly traded securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
Assets Under Management$690M
Clients2,656
AdvisorsN/A
Avg. per Client$260K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiated based on the size and complexity of the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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