Amir Dadabhoy is a registered investment advisor at Valtrion Capital Management, LLC, based in Franklin, TN, with 13 years of industry experience. Amir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 152 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valtrion Capital Management offers two investment management services:
- Total Wealth Asset Management: Charges 1.00% annually with a $250,000 account minimum.
- Total Access Asset Management: Charges 1.00% annually with a $10,000 account minimum or a $500 monthly systematic deposit.
VCM also participates as a third-party money manager for other advisors and investment advisory firms, charging a maximum fee of 0.75% of the assets under management. The client’s primary advisor may charge a fee on top of VCM’s third-party asset management fee, but that fee will not exceed 1.25%. The total fee assessed by VCM is a combination of VCM’s and client’s primary advisor fee and shall not exceed 2.00% for any client.
Location
701 Cool Springs Blvd, Suite 340, Franklin, TN, 37067
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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
Valtrion Capital Management, LLC
Previous Registrations
Bgw Wealth Advisors, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Bgw Wealth Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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