At Veritas Wealth Management LLC we have dedicated our company to working with employers to help them strengthen their group retirement plans by offering rates similar to those found by discount online brokerage companies while maintaining an actual person that your employees can contact directly to help answer their retirement planning needs.
The Value of Working With Veritas Wealth Management LLC
Choosing an advisor to work with when providing a 401(k) plan to your employees can be a daunting task. After all they are all pretty much the same, right? Wrong. Choosing the right advisor for your plan can have a long lasting positive or negative affect on your employees ability to save for retirement. At Veritas Wealth Management LLC we believe choosing to work with an advisor that takes the extra steps to work with your employees on an individual basis will help your employees feel more valued and will ultimately help secure their own retirements while being more productive on the job site. To help both employers and employees Veritas Wealth Management LLC is committed to the following:
* Giving all participants access to eMoney financial planning software to help them plan for the future
* Reduce fees to help participant accounts grow faster
*Help each employee choose the investments that are right for them
*Offer reduced pricing on individual IRAs to help assist them in rolling over their funds when separated from employers
* Giving all participants access to eMoney financial planning software to help them plan for the future
* Reduce fees to help participant accounts grow faster
*Help each employee choose the investments that are right for them
*Offer reduced pricing on individual IRAs to help assist them in rolling over their funds when separated from employers
Veritas Wealth Management LLC Fee Structure
Total Plan Assets |
Fee (%) |
$0 - $3,000,000 |
.25 |
$3,000,001 - $6,000,000 |
.20 |
$6,000,001 - $10,000,000 |
.15 |
$10,000,001 - $20,000,000 |
.10 |
$20,000,001 + |
.07 |
* Note that individual plan providers will have their own fees associated with the administration with the plan. We only work with providers that offer zero revenue funds, meaning no funds or fund families can pay to be offered to your employees. This strategy also allows for clear fee transparency and reduced fiduciary liabilities.
Providers We Work With
