Valor Investment Management offers investment management services, analyzing financial and tax implications of investments and providing recommendations. They require discretionary authority to manage client accounts, selecting specific securities without prior approval. Services are tailored to individual client needs, and they do not maintain a standard portfolio.
Assets Under Management$6.6M
Clients24
Advisors1
Avg. per Client$270K
Avg. per Advisor$6.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...