Veritable Financials is a registered investment advisor founded in May 2026 and based in Philadelphia, Pennsylvania. Owned by Victor Tran, the firm provides customized investment management and financial planning services to individuals, families, high net-worth individuals, corporations, and trusts. Veritable Financials builds diversified portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, and fixed income securities, with strategies tailored to each client's risk tolerance, time horizon, tax sensitivity, and personal values such as environmental, social, and governance goals. Investment management is offered on both a discretionary and non-discretionary basis. In addition to portfolio management, Veritable Financials offers financial planning covering retirement, personal savings, and education funding. Financial planning services are included at no additional cost for clients who use the firm for investment management, or they can be purchased separately on a fixed-fee basis for clients who do not need ongoing portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Subject to a $5,000 minimum annual fee.