Veritas Wealth Management manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, and retirement plans. Veritas Wealth Management builds customized portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, and can also manage accounts through a Unified Managed Account program that combines various investment strategies. For financial planning, Veritas Wealth Management covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning. Veritas Wealth Management acts in the best interest of clients as a legal advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable based on portfolio size, family holdings, and pre-existing relationships.