Emily Upshaw is a registered investment advisor at Valley View Consulting LLC, based in Huddleston, VA, with 9 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valley View Consulting's fees for investment supervision can be a percentage of the assets they manage, hourly rates, fixed fees, or a combination. All fees are negotiable. In some cases, a minimum or maximum annual fee may apply.
Location
Huddleston, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily is the owner and president of Live Oak Portfolios LLC, where she provides consulting services. This activity is not investment-related.
Employment History
Current Registrations
Valley View Consulting LLC
State Registrations4 states
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