Victor Valle is a registered investment advisor at Veraz Advisors, based in San Ramon, CA, with 19 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 188 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veraz Advisors charges an annual fee based on the value of your portfolio. The maximum fee is 1.99%, but this is negotiable. The fee is calculated and paid quarterly, based on the market value of your investments on the last day of the quarter. You can end the agreement within five days without penalty. After that, you'll be charged for the services you've already received. Veraz may use sub-advisors, but you won't pay extra fees for this.
Location
2355 San Ramon Valley Blvd,, Suite 204, San Ramon, CA, 94583
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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.
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Victor is the president of the Pittsburgh Instructional Baseball League, dedicating minimal time per week. He also owns Silver Back SAV, selling sports nutrition supplements, and is a partner and COO of Tenace, LLC, a freight broker; these activities each take about 10-20% of his time.
Employment History
Current Registrations
Veraz Advisors
Previous Registrations
Winans Investments
Comerica SecuritiesBroker
Comerica Securities
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Sii Investments, INC.Broker
Sii Investments, INC.
Summitalliance Securities, L.L.C.Broker
Liberty Group, LLC
Liberty Group, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
U.S. Bancorp Investments, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Alamo CapitalBroker
Atlas Securities, INC.Broker
Sunamerica Securities, INC.Broker
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.