Veritas Financial Services, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Veritas Financial Services, LLC is an independent financial advisory firm offering personalized financial planning, consulting, and investment advisory services. They utilize third-party investment managers, like Matson Money, practicing modern portfolio theory. They monitor the manager's performance and act as the client's point of contact. The firm also provides educational events and newsletters.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees for the Matson investment programs. Veritas Financial Services receives 100% of these fees from Matson Money.
Fee Estimator
Financial planning fees are negotiable, ranging from $50 to $200 per hour based on project complexity and representative seniority. The total cost is estimated upfront, with 50% due in advance. The range of this service will range from $500 to $1500. Investment management fees are charged by Matson Money, a third-party manager, and are based on assets under management. Veritas Financial Services receives 100% of these fees from Matson Money as compensation for their role as co-advisor.
Areas of Practice
Location
506 E. Mill Street, Suite 101, Plymouth, WI, 53073