Vera Lake Capital, LLC fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change.

Flat or project fee

Up to $10,000

Can go up to $10,000; the Minnesota median is $5,250.

“VLC offers financial planning services on a fixed engagement fee ranging up to $10,000.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

3 employees

Registered since

2026

How Vera Lake Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”

Firm details from Form ADV

How the firm is paid

Flat or fixed fees and a percentage of assets under management

Clients

10

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$180 million

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported on Form ADV as of July 6, 2026

CRD number

341142 (opens in new tab)

Website

vera-lake.com (opens in new tab)

Phone

(612) 524-9165

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• Exhale WealthEdinaAnnual $500⁠-⁠$30,000/yr
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• Hyland Lake PartnersEdinaFlat $1,000⁠-⁠$10,000

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