Zubin Kapur is a registered investment advisor at Valor Wealth Partners, based in Washington, DC, with 1 years of industry experience. Zubin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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 advisory fee for stand-alone Investment Management services. Clients participating in Ongoing Planning services receive a discounted fee of 0.50%.
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.
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Current Registrations
Valor Wealth Partners
State Registrations9 states
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