Value Financial Advisers, INC.

Assets Under Management

$105.3M

Number of Clients

201

Number of Advisors

4

Avg. Portfolio per Client

$524K

Avg. Managed per Advisor

$26.3M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Value Financial Advisers (VFA) helps clients build, manage, and protect their wealth. VFA offers investment management on a discretionary or non-discretionary basis, allocating assets among stocks, bonds, ETFs, mutual funds, and other investments. VFA also provides financial planning services, covering areas like retirement, taxes, estate planning, and wealth transfer. VFA works with clients to understand their goals and create personalized financial plans.

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum investment advisory fee is 1.50%, but a lower advisory fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

1406 Spring Fest Ln, Orlando, FL, 32828

4 Advisors at this firm

Value Financial Advisers, INC. | TrueAdvisor