and preserve line breaks
How does the advisor help clients – Key Takeaways:
VERITAS FINANCIAL CONSULTING LLC is a leading financial consulting firm dedicated to providing expert guidance and support to clients in managing their finances. The company takes a holistic approach to financial planning and offers a wide range of services to meet the diverse needs of its clients. The team at VERITAS FINANCIAL CONSULTING LLC consists of experienced and highly qualified professionals who are well-versed in the financial industry and are committed to helping clients achieve their financial goals.
Facts and Insights
With over 20 years of experience in the financial industry, VERITAS FINANCIAL CONSULTING LLC has established itself as a trusted and reliable partner for individuals, families, and businesses. The company prides itself on staying up-to-date with the ever-evolving financial landscape and using that knowledge to provide valuable insights to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
VERITAS FINANCIAL CONSULTING LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Management and Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
VERITAS FINANCIAL CONSULTING LLC serves a diverse clientele, including:
- Individuals and Families
- Small Business Owners
- Corporate Executives
- Non-Profit Organizations
Fees & Compensation
VERITAS FINANCIAL CONSULTING LLC follows a transparent fee structure, and clients are only charged for the services they require. The company’s fees and compensation are as follows:
- Asset-based fee: 1% – 1.5% of assets under management
- Hourly fee: $250 – $400 per hour
- Fixed fee: Negotiable, depending on the complexity of the services
- Commission-based compensation for insurance products
Background
The team at VERITAS FINANCIAL CONSULTING LLC includes highly qualified professionals with a depth of experience in the financial industry. The company’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Retirement Planning Counselor (CRPC). They also have extensive knowledge in areas such as investment management, retirement planning, and tax planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, VERITAS FINANCIAL CONSULTING LLC is committed to disclosure and transparency. The company’s clients can access all necessary information, including its Form ADV, on the SEC’s website. Additionally, the company follows a fiduciary standard, which means it always acts in the best interest of its clients.