Value Financial Services offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. They create customized investment strategies based on each client's unique needs, goals, and risk tolerance. Financial planning services cover areas like retirement, savings, education, and insurance. Value Financial Services works with other professionals like accountants and attorneys to provide comprehensive solutions.
Assets Under Management$9.2M
Clients21
Advisors1
Avg. per Client$440K
Avg. per Advisor$9.2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of Value Financial Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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