Valerie Vol is a registered investment advisor at Assembly Wealth, based in Mill Valley, CA, with 25 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 254 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Assembly Wealth's investment management fees are based on a percentage of the assets they manage for you, up to a maximum of 2.0%. These fees are part of their wrap fee program. The fees are calculated at the beginning of each quarter based on the value of your account at the end of the previous billing period. A minimum of $500,000 is required to use this service, though this may be negotiable.
Location
319 Miller Avenue, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Assembly Wealth
Previous Registrations
Prospera Financial Services, INC.Broker
Peacock, Hislop, Staley & Given, INC.Broker
State Registrations1 state
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