Valerie Downs
Valerie Downs is a registered investment advisor at Magnate Advisory Services, LLC, based in Bardstown, KY, with 20 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,576 clients with $310M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable and may be discounted based on unique circumstances.
Fee Estimator
Location
201 East Stephen Foster Avenue, Bardstown, KY, 40004
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 a financial advisor at Mike Brooks & Associates, Inc. and a registered representative at Silver Oak Securities, Inc., dedicating a significant amount of time to these roles. Valerie is also a licensed insurance agent at Magnate Wealth Management, LLC, selling various insurance products, which takes about 10-20% of her time.
Employment History
Current Registrations
Magnate Advisory Services, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Private Client Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations2 states
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.
Exams
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