A complete list of active advisors currently associated with Vera Lake Capital, LLC

Warmer can help you find a great advisor at Vera Lake Capital, LLC or one who fits your needs even better.

Vera Lake Capital, LLC provides discretionary and non‑discretionary asset management and portfolio management services to individuals, high‑net‑worth individuals, trusts and business entities, delivering investment selection, asset allocation and ongoing monitoring. The firm charges percentage‑of‑AUM advisory fees (up to 1.00% annually) billed quarterly and states that cash is included as an asset class for fee calculations. The brochure describes investment methods including technical analysis, charting and Modern Portfolio Theory and lists strategies that range from long‑ and short‑term purchases to option writing and the use of margin. Clients may impose written restrictions and elect discretionary or non‑discretionary authority, and accounts are subject to at least quarterly reviews with custodial statements sent directly to clients. The firm is newly formed and reported no assets or clients as of the brochure’s calculation date, and the brochure indicates it advertises performance results — a practice that is uncommon among independent advisers of this type. The brochure also discloses limited outside business activity (rental properties consuming about 5% of the owner’s time), receipt of certain custodian‑related benefits, and an explicit policy that the firm will not vote client proxies, which together differentiate its operational profile from many small independent peers.

To learn more about the advisors currently working at Vera Lake Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.