wiseradvisor


Mike Mess
Veracity Capital, LLC

Tel: 949-345-1954
4100 Newport Place Dr.
Ste 255
Newport Beach, CA 92660
Veracity Capital, LLC | Financial Advisor in Newport Beach ,CA

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About Mike Mess

Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients who are corporate executives, small business owners, or are transitioning through a life event (retirement, divorce, inheritance, etc.). From spedning over a decade at a large global bank to founding Veracity Capital, Mike is keenly aware of the risks, rewards, and complexities that his clients face.

Mike sees the client and advisor relationship similar to a partnership, where communication, transparency, and preparation are crucial to success. He believes that no two clients have the same financial goals, so no two clients should have the same plan. Because of this, Mike works with a lower number of clients and selectively focuses on those that can benefit from his skill set.

As a founding partner of Veracity Capital, Mike also enjoys developing other advisors in the firm and helping them grow. Mike also serves the finance function as CFO of Veracity Capital. Prior to Veracity Capital, Mike spent 11 years working at Goldman Sachs, in the AYCO division where he advised his clients.

Mike earned a Bachelor of Science in Business from California State University, Northridge, and an MBA from Chapman University. Outside the office, Mike, his wife Keegan, and two sons, Macklyn and Hendrix, can be found outdoors, playing sports, and traveling.


About Veracity Capital, LLC

Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

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General Information

Firm Start Year:   2018
No.of Employees:   10-19
Insurance License#:   0H10757
Name of Custodial Firm:   Fidelity Investments
Number of Years with Current Firm:   4
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   401K Rollovers, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Options & Futures, Commodities, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care

Firm Information

Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   30
Assets Managed by Advisor:   $100,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Our advisory fee is generallly 1% and reduces at larger portfolio sizes.

Education

Master in Business Administration  - Business   Chapman University  - Orange, CA
08/01/2011-05/30/2013
Bachelor of Science  - Business   California State University, Northridge  - Northridge, CA
06/01/2003-05/30/2006

Disclaimer

Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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