Verium is a fee only Fiduciary advisor so we are bound by statute to puts your needs first. There are no product sales, nor do we earn any type of commissions. We work solely for you as a financial planner, to help you achieve your financial goals.
-We work primarily on a subscription fee model, which is based on your unique situation and how much time it would require to provide the needed service and assistance. We make a best faith estimate of time needed and then incorporate an hourly fee of $150.00. We also take into consideration your own budget and circumstances and retain a flexible approach to your situation.
-It is a flat annual cost, payable in monthly installments. Predictable and transparent.
The estimated range of Monthly cost is approximately $80.00 to $300.00, depending on your particular situation and needs.
Whether you choose the Pilot Plan or the Navigator Plan (see buttons below) this is the fairest and most equitable way to get the help you need and pay the most reasonable costs. We seek only to earn money for the work we actually perform. And for Pilot Plan clients, we avoid excess fees where other advisors will charge you based on the value of your account. It doesn’t take twice as much effort to manage $200,000.00 as it does $100,000.00.
Other arrangements may be available depending on your situation and our present commitments to existing clients.