Valiance Group offers investment management services to individuals, families, and businesses. They work with clients to identify financial goals and create investment portfolios tailored to their risk tolerance and financial situation. The firm monitors and adjusts portfolios as needed to adapt to market changes and the client's evolving needs. Valiance Group also consults with companies to develop employee benefit plans.
Assets Under Management$2.5M
Clients2
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fees are negotiable and Valiance Group reserves the right to vary the annual fee schedule under certain circumstances or if it is deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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