Ayelet Kindler
Ayelet Kindler is a CFP-designated registered investment advisor at Valley Financial Management, INC., based in New York, NY, with 26 years of industry experience. Ayelet is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 124 clients with $470K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are assessed annually at 0.50% and are not negotiable.
Fee Estimator
Location
350 Madison Avenue, New York, NY, 10017
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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
Valley Financial Management, INC.
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Valley Financial Management, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations20 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
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