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
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
Christopher is an insurance agent at W.M. Durham Associates LLC since 2012, dedicating nearly full-time hours to sales and service of insurance products. He also works with Corporate & Estate Analysts Inc. selling Medicare and final expense insurance, dedicating a few hours per week, and is an agent with Verity Financial Group, Inc. selling insurance and annuity products but spends no time on this activity.