Advisor at Verity Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Verity Asset Management
Location
Blacksburg, VA 24060-3922
Credentials
Series 63, Series 65
Industry experience
30 years
Financial planning services charged as flat fees typically ranging from $1,000 to $5,000.
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Hourly consulting fees offered; specific rates not stated in the provided text.
Account minimum: $100,000 minimum for Fixed Income Portfolios; $250,000 minimum for Dividend Builder Strategy; $1,000,000 minimum for Capital Advisory Services; High Income Strategy model restricted to Accredited Investors (minimum not specifically stated) Fee-only: Financial planning fees typically range from $1,000 to $5,000 per plan, charged as a flat fee; hourly consulting fees also offered.
The Leaders Group Inc DBA Simplicity Investments
2025 - Present (1 year)
Verity Financial Group
2012 - Present (14 years)
Verity Asset Management
2012 - Present (14 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.
Lawyer
They provide legal services, typically billed separately.
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.
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
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
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