George Lai is a CFA-designated registered investment advisor at Valence8, based in Belmont, CA, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $1.4B 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 | 1.00% |
Fees may vary by Client size, complexity and other factors deemed appropriate by the Firm. Valence8 may receive performance based compensation of generally up to 5%, subject to a high-water mark, and relative performance-based compensation of generally up to 10%, payable annually.
Fee Estimator
Location
Belmont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Valence8
State Registrations1 state
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