Validea Capital Management manages investment portfolios for clients using quantitative, systematic stock-selection strategies. They offer actively managed equity strategies ranging from long-only to rotational to reduced-risk portfolios. Validea Capital uses investment models from Validea.com, a separate entity offering stock research. Client investment allocations are adapted for individual circumstances, and clients can impose investment restrictions and access their accounts in real-time.
Assets Under Management$45M
Clients40
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $7.5M | 1.00% |
| $7.5M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees may vary and are negotiable for a small number of accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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