Advisor at Veritas Wealth Advisors, LLC
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Firm
Veritas Wealth Advisors, LLC
Location
Baton Rouge, LA 70810
Credentials
Series 63, Series 65
Industry experience
26 years
Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.
Based on Veritas Wealth Advisors, LLC
Comprehensive financial planning fees charged as flat fees (typically $1,200 to $15,000), payable via various arrangements; limited scope planning fees also flat fee or hourly, negotiable
$0 - $2,000,000: 1.25% - 3.00% $2,000,000 - $5,000,000: 0.75% - 2.00% $5,000,000+: Negotiable
Insurance commission compensation is separate and distinct from advisory fees; insurance agents affiliated with firm may receive commissions
Hourly financial consultation rate is $250/hour, negotiable depending on complexity
Performance-based fees negotiated individually with qualified clients; structured as a flat % of AUM plus bonus based on realized/unrealized gains with high water mark provision
Account minimum: $10,000 annually for combined investment management and financial planning services Minimum fee: Minimum fee of $10,000 annually for combined investment management and financial planning services Fee-only: Financial planning fees typically range from $1,200 to $15,000 for comprehensive plans; limited scope planning fees are negotiable; hourly consultation rate is $250/hour (negotiable)
17609 W. Lakeway Dr.
Baton Rouge, LA 70810
Louisiana
Veritas Wealth Advisors, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Baton Rouge, LA
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Series 63, Series 65
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PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Series 65
Baton Rouge, LA
Clear Net Worth, L.L.C.
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
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