Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Oakdale, CA 95361-4013
Credentials
Series 65
Industry experience
7 years
Eric Anderson is a financial advisor at Verity Asset Management with seven years of industry experience. He holds a Series 65 designation and has worked at Verity since 2018. In addition to his advisory role, he is an insurance agent with Teacher's Pension and Insurance Services, where he has been active since 2008. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment approach focused on tactical asset allocation across diverse asset classes and provides both internally managed and third-party manager models.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
213 S Sierra Ave
Oakdale, CA 95361-4013
California · Texas
Verity Asset Management
2018 - Present (8 years)
Teacher's Pension & Insurance
2008 - Present (18 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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