Michael
Klaiber
Verity Investment Partners
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About this Advisor
Michael Klaiber is a chartered financial analyst based out of Beaufort, South Carolina with 2 years of relevant experience. Klaiber is currently employed by Verity Investment Partners. Over the course of their career, they have held roles at Ubs, Duke Universitiy Fuqua School Of Business, Wells Fargo and Verity & Verity, LLC Dba Verity Investment Partners. Klaiber has a Series 63 license, qualifying them as a securities broker, and can serve investors in South Carolina. Verity Investment Partners is a registered investment business based out of Beaufort, SC. The company has offices in three locations and a total of 13 advisors. It manages $840 million in assets under management across its 713 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 713 customer accounts, 67% are associated with high-net-worth investors who have more than $1 million in investable assets. Verity Investment Partners performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services typically vary depending on which services are provided. However, fee types billed by Verity Investment Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verity Investment Partners Brokerage Details
$840,091,368
13
713
$1,178,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Michael Klaiber Work History
Michael has been registered as a financial advisor for 2 years.*
Verity & Verity, LLC Dba Verity Investment Partners
Ubs
Duke Universitiy Fuqua School Of Business
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Klaiber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verity Investment Partners
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Beaufort, SC
Edwards, CO
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