John KageleiryCRD Number: 1974003
Current Firm: Verium Planning And Asset Management
Compensation Model: Fee Only
Verium Planning and Asset Management is a flat annual fee Fiduciary practice. I am John Kageleiry and I started Verium in 2016 to address peoples financial planning and investment guidance needs in a better and more cost effective way. In my 18+ years working in the financial services industry it became apparent most people didn't get good help with planning for their future. Of equal concern was that most people paid far too much for their investment help and were subject to significant conflicts of interest from their advisors. So I came up with a better way.
Verium focuses on powerful yet easy to understand financial planning as a first step. Once that is complete we create an appropriate investment plan and approach. This approach focuses on low cost portfolios with broad diversification across the worlds asset classes. Perhaps most importantly we educate and support our clients to keep them out of trouble from bad decisions.
We do all this, and more, in the most transparent and cost effective way: a flat annual cost regardless of the amount of your assets. By doing so your cost is based on how much time is spent to service your unique situation and needs. And it is very cost effective. Most clients will see a significant drop in their costs, both in their investments and the cost to get professional planning done. You can see exctly what you will pay. And if you compare that cost to what you are doing today or what other advisors are offering you will typically see significant savings.
John Kageleiry (CRD# 1974003) is an Investment Advisor Representative working at Verium Planning And Asset Management in Dover, NH and has over 18 years of experience in the finance industry.
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|Verium Planning And Asset Management||Dover, NH||Jan 2016 - Current||1|
|Fidleity Investments||Merrimack, NH||Nov 2007 - Dec 2015||8|
|Unemployed||Dover, NH||Aug 2007 - Nov 2007||< 1|
|Pavarini Mcgovern||New York, NY||Feb 2007 - Aug 2007||< 1|
|Macarthur Holdings||New York, NY||Aug 2006 - Feb 2007||< 1|
|The Kane Company||Portsmouth, NH||Dec 1999 - Aug 2006||6|
|Fidelity Investments||Boston, MA||Jun 1989 - Jan 1995||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management4MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Investment advice offered through Verium Planning and Asset Management, a Registered Investment Advisor. Past performance does not ensure future performance. All investments can lose money and are not FDIC insured.