Benjamin Hodgkins Matzell

Veracity Capital LLC

13 Years of Experience

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Firm Information

Veracity Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

331 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$695.4M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.50%
$1.0M - $5.0M	1.40%
$5.0M - $10.0M	1.30%
$10.0M - $25.0M	1.20%
$25M+	1.00%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment advisory fees are based on the market value of assets under management and are billed quarterly, either in advance or arrears, at an annual rate up to 1.50%. Fees may be negotiable. Financial planning and consulting services are charged as a fixed engagement. Retirement plan advisory fees are paid monthly or quarterly, at an annual rate of up to 1.00% or a fixed annual rate.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339

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Regulatory History

Clean regulatory record

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.