Valerie Downs
Valerie Downs is a registered investment advisor at Magnate Advisory Services, LLC, based in Bardstown, KY, with 19 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,298 clients with $260M 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 - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Location
201 East Stephen Foster Avenue, Bardstown, KY, 40004
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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.
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.