Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's most common fee structure is a percentage of assets under management, typically ranging from 0% to 2.80% of the client’s portfolio balance, charged quarterly in arrears. Certain retail clients have negotiated a progressive (tiered) fee. International clients may incur a one-time set-up fee of $350-$750, with a minimum annual AUM fee of $480 (unless waived). Business consulting clients are charged an hourly rate of $350 per hour with a minimum non-refundable retainer of $5,000 (unless waived), or a flat fee, or a percentage of revenue. Financial planning clients pay flat fees billed monthly in arrears. Qualified clients may pay incentive or performance fees ranging from 0% to 20%. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
4440 PGA Blvd., Suite 600, Palm Beach Gardens, FL, 33410
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
Adam owns Veracity Financial Services and is a member, vice president, and investment advisor since 2012. He also owns Veracity Advisers LLC, focusing on fixed insurance sales and business valuations, and spends about 10-20% of his time on this, plus another 30% of his time on CPA team-based model services.