The Valente Group provides financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, insurance, estate planning, taxes, retirement, and education funding. For portfolio management, they create individualized portfolios based on client objectives and risk tolerance, using bonds, stocks, and treasury bonds. They may also recommend independent investment managers. The Valente Group monitors client accounts and investment objectives.
Assets Under Management$13M
Clients42
Advisors1
Avg. per Client$310K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee is negotiable based upon the size of the account or the number of accounts managed. The same fee structure applies when The Valente Group recommends independent managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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