Verity Investment Partners
Answer a few questions and
get matched with an advisor.
Learn more about Verity Investment Partners
Overview
Verity Investment Partners is an advisory firm based in Beaufort, South Carolina. It handles $840.1 million in assets under management over 713 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 10 financial advisors. Verity Investment Partners does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Verity Investment Partners oversees more than half of its accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the client's approval. Verity Investment Partners also oversees two non-discretionary accounts with a total of $7.4 million in assets under management. The advisory firm administers an average of $1.2 million for each customer account. The typical advisor at Verity Investment Partners administers about 71 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is located at 2015 Boundary Street, Beaufort, South Carolina 29902. It is legally allowed to serve customers throughout 13 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Verity Investment Partners by the Numbers
$840.1 million
13
713
$1.2 million
Products and Services
Verity Investment Partners offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses and other services. In the prior financial year, the company provided 51-100 of its customers with financial planning services. The firm is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on the type of services offered. Fees charged by Verity Investment Partners typically consist of the following fee type: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 713 accounts, Verity Investment Partners's biggest client is high net worth investors, though it also serves 251 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 66.93%
- Other Individuals - 29.33%
- Corporations - 2.67%
- Charitable Organizations - 1.07%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Verity Investment Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Verity Investment Partners
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Edwards, CO
Beaufort, SC
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.