Fees
Fees: Our Philosophy
We price our services to be the best value in our market. Our fee structure reflects our commitment to full transparency and our belief that Wall Street continues to overcharge for advisory services.
At VERITY there is only one fee, based on assets under management. The fee covers our comprehensive investment management and wealth planning services. Our goal is to ensure clients feel that the value of services they receive far exceeds the fees they pay.
Fee Schedule
| $1.0 million to $10.0 million |
Flat fee of $10,000 + 0.50% marginal fee on assets over $1.0 million.
Flat fee waived at $5.0 million (0.50% fee on all assets)
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| $10.0 million and up |
Fee is negotiable |
We welcome all inquiries and are commited to helping all to find the right solution for their needs whether it is with VERITY or other available solutions.
Please contact us to discuss fees for your particular needs.
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