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.
| 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.