Verity Investment Partners
Beaufort, South Carolina
5.0
1 Review
Verity Investment Partners is a leading local investment advisory firm headquartered in Beaufort, SC, with a strong reputation for providing personalized financial services. With a team of 13 dedicated professionals, including 10 experienced investment advisors, Verity Investment Partners offers comprehensive wealth management solutions to a diverse clientele. The firm manages an impressive average of approximately $60,950,000 in assets under management per investment advisor, which is in line with industry standards. Verity Investment Partners' compensation structure is flexible, encompassing various types such as a percentage o...
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Assets Under Mgmt

$840.09M

Investment Professionals

10

Locations

3

% 401K & Individual

8%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS
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