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Verity Asset Management

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Total assets under management

$1,041,329,944

More info

Total clients

5,693

4% high-net worth

Total advisors

57

of 67 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

100

Average account size

$182,914

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Administrative services for advisors

Fee options

Fixed

Financial planning services charged as flat fees typically ranging from $1,000 to $5,000.

Percentage

$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%

Project-based

Hourly consulting fees offered; specific rates not stated in the provided text.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Verity Asset Management

280 S Mangum St, Ste 550

Durham NC 27701-3676, United States

Number of offices

12

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 919-490-6717

Advisors at this firm

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Rachel G

Series 63, Series 65

Ronkonkoma, NY

Verity Asset Management
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Clayton F

Series 65

Millstone Township, NJ

Verity Asset Management
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Malcolm T

CFA®

Durham, NC

Verity Asset Management
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Todd S

Series 65

Oakdale, CA

Verity Asset Management
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Jeffrey P

Series 66

Youngstown, OH

Verity Asset Management
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Eric A

Series 65

Oakdale, CA

Verity Asset Management
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Sean M

Series 63, Series 65

Durham, NC

Verity Asset Management
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Kurt P

Series 63, Series 65

Durham, NC

Verity Asset Management
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Dominik M

Series 63, Series 65

Roseville, CA

Verity Asset Management
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Sujatha A

CFA®, Series 63, Series 65

Raleigh, NC

Verity Asset Management
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Richard C

Series 63

Ronkonkoma, NY

Verity Asset Management
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John M

PFS™, Series 65

Wilmington, NC

Verity Asset Management
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Ronald G

Series 63, Series 65

Blacksburg, VA

Verity Asset Management
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Michael H

Series 63, Series 66

Austin, TX

Verity Asset Management
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Steven L

Series 63, Series 65

Durham, NC

Verity Asset Management
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