Valiant Wealth manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, pensions, and pooled investment vehicles. Valiant Wealth creates a customized Investment Policy Statement for each client, outlining goals, time horizons, and risk tolerance, and manages portfolios on a discretionary basis using a buy-and-hold approach primarily utilizing Dimensional Fund Advisors data. Services include retirement planning, tax concerns, insurance planning, education planning, and debt management, alongside additional high-net-worth services like estate plan coordination and lifestyle management. The firm also offers business consultancy and tax preparation through its affiliates, Valiant Capital Solutions and Valiant Tax Solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts above $5,000,000.