Validex Global Investing provides investment management and advice to individuals, wealth advisory firms, family offices, and institutions. Validex offers separately managed accounts, asset allocation services, and model portfolios. Validex also serves as a sub-advisor to an investment company. Validex's investment ideas come from a research philosophy that seeks to validate market and company-specific points of inflection.
Fee Structure
Validex Global Investing's fees for separately managed accounts for private clients are either 1.25% of your portfolio or a negotiated rate. Alternatively, clients can opt for a performance-based fee of 0.70% of your portfolio plus 20% of gains exceeding an annual hurdle.
For institutional investors, fees for separately managed accounts vary by strategy and are negotiable for amounts over $100 million. There is a $100,000 minimum annual fee.