Valeo Financial Advisors offers independent, comprehensive financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and businesses. Founded in 2003 and located in Carmel, Indiana, Valeo helps clients manage both sides of their personal balance sheets—assets and liabilities—covering areas such as business strategy, cash flow, charitable giving, education funding, estate planning, liabilities, insurance, investments, retirement, and taxes. Recommendations are tailored to each client's specific circumstances. Valeo manages portfolios using a strategic asset allocation approach with tactical adjustments, and also offers an essentials service utilizing model portfolios. The firm operates as a registered investment adviser with billions in assets under management on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are calculated based on net worth rather than traditional investment assets. All fees are negotiable, and a minimum annual fee of $10,000 applies. Valeo Essentials service is available at a flat 0.50% of net worth with a $2,500 minimum annual fee.