Veracity Capital LLC
Assets Under Management
$695.4M
Number of Clients
331
Number of Advisors
12
Average Client AUM
$2.1M
AUM per Advisor
$58.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Veracity Capital LLC provides customized investment advisory solutions through personal client contact, discretionary investment management, and related advisory services. They work with clients to identify investment goals, risk tolerance, and financial situations to create appropriate investment strategies. Services include financial planning, consulting, and retirement plan advisory.
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 at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above.
Fee Estimator
Investment advisory fees are based on the market value of assets under management, with a maximum annual rate of 1.50%. Fees are paid quarterly, in advance or arrears. Financial planning and consulting services are charged as a fixed engagement fee. Retirement plan advisory fees are paid monthly or quarterly, based on plan assets or a fixed annual rate. IARs may also earn commissions from selling insurance products.
Areas of Practice
Location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339