AmeriVet Securities offers investment advisory services and financial planning to individuals, high-net-worth individuals, and pension plans. Founded in 1993, the firm emphasizes building and preserving wealth through customized asset allocation and ongoing portfolio monitoring. AmeriVet manages assets on a non-discretionary basis, meaning clients must approve all trades and transactions. Services include comprehensive financial planning, estate planning, business planning, and educational planning. The firm employs fundamental, technical, and cyclical analyses along with Modern Portfolio Theory to guide its investment strategies. AmeriVet does not charge performance-based fees and operates as a dually registered investment adviser and broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.38% |
| $1.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable at account inception. Accounts under $100,000 incur a one-time setup fee of $375.