Value Financial Advisers (VFA) helps clients build, manage, and protect their wealth. VFA manages investments on a discretionary or non-discretionary basis, primarily using stocks, bonds, ETFs, mutual funds, and other investments. VFA also offers financial planning services, including retirement, tax, and estate planning. VFA works with other advisors to ensure a coordinated effort toward the client's goals.
Assets Under Management$110M
Clients201
AdvisorsN/A
Avg. per Client$520K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50%, but a lower fee may be negotiated. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by VFA and the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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