VD
VD

Valerie M. Downs

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,298 clients
Average Client Portfolio
$201K average
Assets Under Management
$260.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 East Stephen Foster Avenue, Bardstown, KY, 40004

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History

Regulatory History
Clean regulatory record

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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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
May 2017 - Present · 8 yrs 9 mos
Silver Oak Securities, IncorporatedBroker
February 2017 - Present · 9 yrs
Previous Registrations
Ic Advisory Services, INC.
April 2010 - February 2017 · 6 yrs 10 mos
The Investment Center, INC.Broker
April 2010 - February 2017 · 6 yrs 10 mos
Private Client Services, LLC
April 2007 - April 2010 · 3 yrs
Woodbury Financial Services, INC.
May 2006 - April 2010 · 3 yrs 11 mos
Woodbury Financial Services, INC.Broker
May 2006 - April 2010 · 3 yrs 11 mos
State Registrations2 states
FLKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.