Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Durham, NC 27701-3676
Credentials
CFA®, Series 63, Series 65
Industry experience
6 years
Sujatha Avutu is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Verity Asset Management. She has previously worked at Merit Financial and maintains a senior advisory role at Aston Peak, a private equity firm. Outside of her advisory work, she serves as Treasurer on the Board of Directors for New Leaf Behavioral Health, a nonprofit organization, where she advises on financial matters. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process with a tactical asset allocation approach across diverse asset classes and operates under fiduciary and ERISA standards.
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
280 S Mangum St, Ste 550
Durham, NC 27701-3676
North Carolina · Texas
Verity Asset Management
2022 - Present (4 years)
Aston Peak
2016 - Present (10 years)
Merit Financial
2013 - 2016 (3 years)
Florida Property Investments
2011 - 2019 (8 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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