Valeria Arnold is a registered investment advisor at Vaarco Financial, LLC, based in Atlanta, GA, with 20 years of industry experience. Valeria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for accounts over $25,000,000 are negotiable. Fixed income management: 1.75% of the first $10,000,000 million and 1.25% of the remainder. Balanced Management: 1.75% on the first $1 million, 75% on the remainder.
Fee Estimator
Location
Atlanta, GA
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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
Vaarco Financial, LLC
Previous Registrations
Vaarco Financial, LLC
Vaarco Financial, LLC
Vaarco Financial, LLC
Morgan Stanley
State Registrations1 state
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