VERUM WEALTH ADVISORS LLC

How does the advisor help clients – Key Takeaways:

VERUM WEALTH ADVISORS LLC is a financial advisory firm that provides a variety of services to help clients reach their financial goals. Their team of expert advisors has years of experience in the industry and are committed to providing personalized solutions to each of their clients. Here are the key takeaways of how VERUM WEALTH ADVISORS LLC assist their clients:

• Creating personalized financial plans: The advisors at VERUM WEALTH ADVISORS LLC work closely with clients to understand their financial goals and needs. They then create a personalized financial plan that takes into account all aspects of their financial situation, such as income, expenses, investments, and risk tolerance. This plan serves as a roadmap to help clients reach their financial objectives.
• Investment management: The firm offers investment management services, where they handle the day-to-day management of clients’ investment portfolios. They use a disciplined approach to investing and constantly monitor and adjust the portfolio to ensure it aligns with the client’s goals and risk tolerance.
• Estate planning: VERUM WEALTH ADVISORS LLC also offers estate planning services to help clients protect and transfer their wealth to the next generation. The advisors work with estate planning attorneys to create comprehensive plans that address tax implications and legal processes.
• Tax planning: The firm’s experts also provide tax planning services to help clients minimize their tax burden and maximize their after-tax returns. They use proactive strategies to reduce taxes and optimize clients’ tax situation based on their specific financial circumstances.

Facts and Insights

Here are some interesting facts and insights about VERUM WEALTH ADVISORS LLC:

• Founded in 2005
• Over $1 billion in assets under management (AUM)
• 15 advisors on the team
• Services clients nationwide
• Named one of the Top 100 Independent Advisors in the U.S. by Barron’s in 2019 and 2020
• Listed among the Financial Times 300 Top Registered Investment Advisers in 2020

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

VERUM WEALTH ADVISORS LLC provides a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:

• Personalized financial planning
• Investment management
• Estate planning
• Tax planning
• Retirement planning
• Educational planning

Client Types

VERUM WEALTH ADVISORS LLC works with a diverse range of clients, including individuals, families, and business owners. They serve clients from all walks of life and have the expertise to address the unique financial challenges they may face.

Fees & Compensation

VERUM WEALTH ADVISORS LLC operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives from third parties. This allows them to operate with complete transparency and ensures that their advice is unbiased and in the best interest of their clients.

The firm’s fees are based on a percentage of assets under management. The specific fee structure is outlined in the firm’s disclosure brochure, and clients are made fully aware of the fees before engaging in any services.

Background

VERUM WEALTH ADVISORS LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith’s vision was to create a firm that offers customized financial solutions to clients, and over the years, the firm has grown into a team of 15 advisors with a combined experience of over 100 years.

Financial Advisor Disclosures to Know

When selecting a financial advisor, it is crucial to understand their background, experience, and potential conflicts of interest. Here are some key disclosures to know about VERUM WEALTH ADV