Valendo Private Asset Management (VPAM) offers portfolio management services tailored to individual client needs. VPAM aims to achieve long-term returns by investing in undervalued securities. VPAM focuses on companies with potential upside gain and does not engage in momentum investing or technical analysis.
Assets Under Management$38M
Clients19
Advisors1
Avg. per Client$2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.76% |
| $10M+ | 0.76% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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