ValueAligned Partners (VAP) helps clients build, manage, and preserve wealth by providing guidance to achieve their financial goals. VAP specializes in value investing and retirement income planning. VAP offers investment management services on a discretionary or non-discretionary basis, allocating client assets among equities, options, and debt securities. VAP also provides financial planning and consulting services, including advice on investment strategies, retirement income, risk management, tax management, estate plan coordination, and insurance analysis.
Fee Structure
ValueAligned Partners (VAP) provides investment management services for an annual fee based on a percentage of the assets managed. The fee is calculated monthly based on the market value of the assets on the last day of the previous month. VAP may negotiate management fees based on various factors. Clients also incur charges imposed by financial institutions, such as brokerage commissions and transaction fees.