Veritas Investment Advisory Group (VIAG) provides financial and retirement planning, investment management, and educational seminars. VIAG works with clients to identify their financial goals and risk tolerance to create suitable investment strategies. Financial planning is included for investment management clients. Clients can also request financial coaching services independently for an hourly fee.
Assets Under Management$46M
Clients132
Advisors1
Avg. per Client$350K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
These fees apply to portfolios including individual equities, ETFs, and mutual funds. For portfolios including only fixed income securities, cash and cash equivalents: up to $250,000 is 0.50%, above $250,000 is 0.25%. All fees are negotiable at VIAG's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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