Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. In addition to Verity's fees, clients may indirectly bear the expenses of underlying investments such as mutual funds and ETFs. A model-specific management fee of 0.10% has been added to the Domestic Equity Opportunity and Concentrated Rotation Model Portfolios. The High Income Strategy is restricted to Accredited Investors due to the unique nature of the securities and the investment minimum.
Areas of Practice
Advisor Information
Office location
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is a sales solicitor for Access Retirement Solutions and sells a book, dedicating minimal time. He is also a director for the Center for Board Certified Fiduciaries, spending about 10-20% of his time. Finally, Albert is an independent contractor for Verity Financial Group, Inc., selling insurance and annuity products, though he currently dedicates no time to this.