At Veritas Wealth Management LLC we believe the core of any sound financial plan is the investment strategy you deploy to manage your portfolio. Should you choose stocks, bonds, mutual funds, ETFs, or alternatives? This is commonly one of the largest concerns of our clients preparing for retirement and the simple answer is that there is no magic allocation or portfolio that works for everyone. We work with our clients to help determine which investments fit each individual client's needs. We believe the only true way to achieve this is by remaining independent; we are not beholden to corporate quotas or agendas. We use multiple fund families such as Vanguard, Fidelity, American Funds, T. Rowe Price and iShares to name a few. Being an independent advisor allows us to give the best answer for you the client, not a parent company.
One of the most important questions surrounding the management of client's portfolios is about the fees that we charge. We believe that there should be a middle ground between the more expensive big banks or wire houses and the 1-800 number discount brokers. Do you currently know all of the fees being charged in your portfolio? Mutual fund fees, ETF fees, transaction fees, third party money manager fees, brokerage fees and advisor fees are just some of the fees you may be charged. We work with our clients to insure they are aware of all fees they are charged and the reasons for the fees. Never pay a fee that is not justified or earned. Fees, no matter which advisor or firm you choose, are always negotiable and we are no exception. Our typical fees are as follows and include all advisor fees, brokerage fees and transaction costs:
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Veritas Virtue Portfolios Veritas Virtue Portfolios are completely customized portfolios consisting of mutual funds, ETFs, Stocks and Bonds. Portfolios are constructed on an individual basis and are based off of detailed conversations regarding client's financial goals and objectives. Through our relationship with Folio Institutional our fees include all trading costs, advisor costs and brokerage fees. There is a $15,000 account minimum. |
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Not sure about your current fees or investment performance?
Contact us at to set up a no cost portfolio fee analysis and comparison.
Contact us at to set up a no cost portfolio fee analysis and comparison.