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
Millstone Township, NJ
Get directionsRegulatory History (1)
Criminal
June 1997Other Business ActivitiesSells Insurance
Clayton is an insurance agent with Teacher's Pension and Insurance Services, Inc. since 2015, selling insurance and annuity products, taking about a quarter of his time. He is also a partner at New Jersey Public Employee Educators, LLC., spending a few hours per week marketing for appointments to educate public employees on pensions, social security, life insurance, and annuities.