Adam Townsend is a registered investment advisor at Valor Investment Management, based in West Lafayette, IN, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $6.6M 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 $50K | 3.00% |
| $50K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
West Lafayette, IN
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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
Valor Investment Management
State Registrations1 state
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