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
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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
David is a contractor and agent with Teacher's Pension DBA Sterling National Financial Group, selling indexed annuities and reviewing accounts. This activity, which is not investment-related, takes nearly full-time hours.