Facts and Insights
Verity Venture Partners, LLC is a financial firm that provides expert guidance and advice to its clients. Led by a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Expert guidance and advice from a team of experienced advisors
- Wide range of financial services offered to help clients achieve their goals
- Committed to providing personalized and customized solutions for each client
- Utilizes advanced technologies and strategies to ensure optimal results
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million (as of December 2020) |
|---|---|
| Number of Advisors: | 7 |
| Time in Business: | 10 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Debt Management
Client Types:
Verity Venture Partners, LLC serves a diverse range of clients, including:
- High net-worth individuals
- Families
- Small business owners
- Professionals
Fees & Compensation:
The firm operates on a fee-based compensation structure, meaning that advisors are compensated based on a percentage of assets under management or a flat fee, rather than earning commissions for recommending specific products. This fee structure aligns the advisor’s interests with those of the client and avoids potential conflicts of interest.
Background:
Verity Venture Partners, LLC was founded in 2010 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. The firm has since grown to become a highly reputable and trusted name in the financial industry, known for its personalized approach and commitment to delivering excellent results.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Verity Venture Partners, LLC is required by law to disclose any potential conflicts of interest to its clients. It is important for clients to carefully review these disclosures and ask any questions they may have before engaging in a relationship with the firm. Some common disclosures to be aware of include any affiliations with other financial institutions or any potential conflicts of interest related to the firm’s compensation structure.