Financial Advisor Fees
Our fee covers ongoing planning and investment management, and is priced at 1.25% on the first $500,000 with a minimum annual fee of $5,000.
|Assets Under Management||Annual Fee (%)|
|On the first $500,000||1.25%|
|On the next $500,000||0.90%|
|On the next $1 million||0.70%|
|On the next $1 million||0.50%|
|On the next $2 million||0.40%|
|On all amounts thereafter||0.35%|
Fees are computed and billed quarterly, in advance, and are based on the market value of Client’s Account on the last day of the month in the prior quarter. Individual Accounts for immediate family members (such as husband, wife and dependent children) are aggregated, and the fee is charged based on the total value of all family members’ Accounts.
The Added Value
Finally, you may also save substantial amounts by following the advice of a client-centered, fee-only financial planner, which is based solely on what the planner perceives to be your best interests. Such advice—and the very real financial benefits it can provide—is one of the most important things you pay a financial planner for. That is why an increasing number of consumers are seeking out the services of client-centered fee-only planners like Veritas Wealth Management.