Valerie Seymour
Valerie Seymour is a CFP-designated registered investment advisor at Quest 10 Wealth Builders, INC., based in Fuquay-Varina, NC, with 10 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 428 clients with $190M 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 | 1.65% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.30% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
7629 Purfoy Road, Suite 105, Fuquay-Varina, NC, 27526
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 →Other Business ActivitiesSells Insurance
Valerie is an insurance agent licensed in life, annuity, health, medicare supplement, and long-term care products through Quest 10 Wealth Builders, Inc.
Employment History
Current Registrations
Quest 10 Wealth Builders, INC.
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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.