Sam Valtenbergs is a registered investment advisor at Iluka Advisors, based in Healdsburg, CA, with 1 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $21M 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 $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees for accounts under $500,000 are negotiable. The fees are calculated on a straight tier basis, not a blended tier schedule.
Fee Estimator
Location
15410 Pozzan Road, Healdsburg, CA, 95448
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sam provides data science and software engineering consulting services through Iluka Technologies. This activity takes about half of Sam's time.
Employment History
Current Registrations
Iluka Advisors
State Registrations1 state
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