Eva Valentine
Eva Valentine is a registered investment advisor at Stirlingshire Investments, based in Merritt Island, FL, with 32 years of industry experience. Eva is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.
Fee Estimator
Location
Merritt Island, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Stirlingshire Investments
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Ssn Advisory, INC.
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Portfolio Resources Group, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Robert Rall, CFPRall Capital Management, INC.
- Christopher Hain, CFPRobert W. Baird & CO. Incorporated
- Allison Stevenson, CFPJ.P. Morgan Securities LLC
- Jeffrey Smith, ChFCEdward Jones
- Kathleen Lamke, CFPRobert W. Baird & CO. Incorporated