Jared Valencia is a registered investment advisor at Vineyard Wealth Advisory LLC, based in Temecula, CA. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $40M 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 - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Annual Percentage Rate will be applied and/or changed to all AUM held in account(s). Discounted Annual Percentage Rates may be offered at the Advisor’s complete and sole discretion.
Fee Estimator
Location
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vineyard Wealth Advisory LLC
State Registrations1 state
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