Velaris Wealth Management offers investment management to individuals, high net worth individuals, family offices, and trusts. Velaris creates customized investment strategies using primarily exchange traded funds (ETFs), but may also use mutual funds, stocks, bonds, and alternative investments. Financial planning services are generally provided to investment management clients, covering retirement, education, estate, cash flow, tax, and insurance needs.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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