James Mehrman is a registered investment advisor at Valor Wealth Management LLC, based in Fridley, MN, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $11M 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 | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable, and household accounts may be aggregated to achieve a lower fee.
Fee Estimator
Location
Fridley, MN
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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 →Employment History
Current Registrations
Valor Wealth Management LLC
Previous Registrations
The Investment Counsel LLC
Sawtooth Solutions, LLC
Sawtooth Asset Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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