Angela Valentine
Angela Valentine is a registered investment advisor at Unique Investment Advisors, LLC, based in Phoenix, AZ, with 14 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Unique Investment Advisors acts as a co-advisor with Matson Money. The fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per year on the average net plan assets of each series of the Matson Fund.
Fee Estimator
Location
Phoenix, AZ
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
Angela is a member and insurance agent at Unique Business Planning, LLC, formed for personal financial purposes, dedicating nearly full-time hours to this activity. She is also a member of Sonoran Sky 1103 LLC, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Unique Investment Advisors, LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
State Registrations4 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.