Verecan Asset Management INC.

Fee-Only (% of Portfolio)

Verecan Asset Management offers investment management services to individuals, trusts, corporations, and charities. Verecan works with clients to determine an appropriate investment strategy based on their financial goals, risk tolerance, and investment timeline. Verecan manages customized investment portfolios on a discretionary basis, meaning they can make investment decisions without asking for permission each time. Verecan primarily invests in stocks, bonds, and ETFs. They also provide financial projections on an as-needed basis, including guidance on retirement planning, cash flow management, tax considerations, and estate planning strategies.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$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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