Velaris Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth individuals, family offices, trusts, and other entities. Operating as a registered investment advisor, Velaris builds customized portfolios primarily using exchange-traded funds, including cryptocurrency-related funds, alongside mutual funds, individual stocks, bonds, and alternative investments. When managing investments, Velaris creates long-term strategies tailored to each client's goals, risk tolerance, and tax situation. Financial planning is generally included alongside investment management, covering retirement planning, education, estate planning, cash flow, tax strategies, and insurance needs. Additionally, Velaris offers subscription-based investment education videos for individuals seeking general global investing knowledge. The firm does not require a minimum portfolio size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| 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% |
Velaris applies the highest reached percentage rate to the entire portfolio value. Fees are negotiable based on relationship size and complexity.