How does the advisor help clients – Key Takeaways:
VERE global wealth management is dedicated to providing expert financial advice to clients. The firm specializes in wealth management, investment management, and retirement planning, with a focus on helping clients reach their financial goals. With a team of experienced advisors and a range of comprehensive services, VERE is committed to providing top-quality financial guidance to its clients.
Facts and Insights
In 2020, VERE global wealth management manages over $1 billion in assets under management (AUM). With a team of over 20 advisors, the firm has a strong track record of success in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $1 billion+ | 20+ |
Financial Services Offered
VERE global wealth management provides a variety of financial services to meet the needs of its clients. These services include:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
VERE global wealth management serves a diverse range of clients, including:
- High-net-worth individuals
- Working professionals
- Business owners
- Retirees
- Trusts and estates
Fees & Compensation
VERE global wealth management works on a fee-only basis, meaning that they do not earn commissions on the products or services they recommend. This ensures that the firm’s interests are aligned with those of its clients, as they do not benefit from selling certain products or services.
Background
VERE global wealth management was founded in 2005 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The firm has grown significantly since its inception and now has offices in several major cities, serving clients across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, VERE global wealth management is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. Additionally, the firm has a clean disciplinary record, with no legal or regulatory actions against them.