Value Wealth Management helps clients define and achieve financial goals related to investments, taxes, budgeting, retirement, estate planning, and small business financial management. They meet with clients regularly to evaluate financial plans and investment strategies and are available for consultation on financial matters.
Assets Under Management$100M
Clients69
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...