Veritas Private Wealth Management (VPWM) is a fee-only registered investment advisor. VPWM offers investment management services, developing personalized investment plans based on client goals, risk tolerance, and tax considerations. VPWM primarily advises on stocks, bonds, mutual funds, and ETFs. VPWM may utilize outside managers to assist with the management of client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
AUM Advisory fee does not include SMA/TAMP manager fees, and that these are separate/”layered” fees paid by the client. At no point will the combined advisory fees charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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