Valeriane Wilson is a CFP-designated registered investment advisor at Athena's Wealth, INC., based in Park City, UT, with 10 years of industry experience. Valeriane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
The annual advisory fee rate is negotiable based on the Clients individual needs and financial situation.
Fee Estimator
Location
Park City, UT
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 Activities
Valeriane is employed as the Accountant, Founder/Principal at Athena Tax Service, Inc. This activity takes about a quarter of her time.
Employment History
Current Registrations
Athena's Wealth, INC.
Previous Registrations
Atrato Asset Management LLC
State Registrations1 state
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.