Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees for the Matson investment programs. Veritas Financial Services receives 100% of these fees from Matson Money.
Fee Estimator
Financial planning fees are negotiable, ranging from $50 to $200 per hour based on project complexity and representative seniority. The total cost is estimated upfront, with 50% due in advance. The range of this service will range from $500 to $1500. Investment management fees are charged by Matson Money, a third-party manager, and are based on assets under management. Veritas Financial Services receives 100% of these fees from Matson Money as compensation for their role as co-advisor.
Areas of Practice
Advisor Information
Office location
506 E. Mill Street, Suite 101, Plymouth, WI, 53073
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 Activities
Margaret is the owner of Hartland Investment Properties LLC, managing investment properties since 1997. This activity requires minimal time.