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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50%, but a lower advisory fee may be negotiated.
Fee Estimator
Areas of Practice
Location
1406 Spring Fest Ln, Orlando, FL, 32828