Valor Advisors offers investment management services on both a discretionary and non-discretionary basis, primarily to ultra-high net worth families in Latin America. Valor also provides investment consulting services, including portfolio analysis and recommendations. Additionally, Valor offers consulting services related to mergers, acquisitions, restructuring, and other financial matters, as well as statement consolidation services.
Assets Under Management$3.1B
Clients61
Advisors3
Avg. per Client$51M
Avg. per Advisor$1B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.00% |
| $50M+ | 0.75% |
Lower advisory fees may be negotiated on an individual account basis. For certain discretionary management services, Valor charges a base fee of up to 1.0% of the managed assets, plus a performance-based fee if the account's performance exceeds 4.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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