Robert Valenti is a registered investment advisor at Archangel Investment Management, based in Woodstock, GA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $990K 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 are rarely negotiated on a client-by-client basis. Management fees may be different if AIM is working with another registered investment advisor firm as a solicitor.
Fee Estimator
Location
Woodstock, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner, president, and managing member of Sierra Victor Management & Consulting, LLC (SVMC), which provides management consulting, sales, and project management services. Robert spends full-time hours on this activity during trade and about half his time otherwise.
Employment History
Current Registrations
Archangel Investment Management
Previous Registrations
Archangel Investment Management
Fiducia Capital Management, LLC
Pts Brokerage, LLC
Morgan Stanley
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.