Valpey Financial Services is a fee-only advisor that provides financial planning and portfolio management services. Valpey Financial Services works with individuals, high net worth individuals, pension and profit-sharing plans, and corporations. The firm creates customized financial plans and manages investment portfolios based on client goals, risk tolerance, and time horizon. Valpey Financial Services does not sell insurance or receive commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.25% |
The annual fee is subject to a $6,000 minimum per year. Fee minimums are based, more advantageously to our clients, on households, not individual accounts. We can also group related clients for the purposes of achieving a lower fee or the minimum fee and we will quote alternative fee schedules when planning and investment circumstances dictate. The fee can also vary depending on the nature and complexity of your circumstances, the amount of assets placed under management, portfolio style and other factors.