Zubin Kapur is a registered investment advisor at Valor Wealth Partners, based in Washington, DC, with 2 years of industry experience. Zubin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 156 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard stand-alone investment management fee is 1.25% annually. Clients participating in ongoing planning receive a discounted rate of 0.50% annually.
Fee Estimator
Location
1200 G St Nw, Suite 800, Washington, DC, 20005
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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 →Employment History
Current Registrations
Valor Wealth Partners
State Registrations9 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.
Exams
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