Velev Advisors offers investment advice and management services, including budgeting, debt management, and retirement planning. They create personalized investment strategies based on client goals and risk tolerance, monitoring portfolios and rebalancing as needed. Velev Advisors also provides financial planning services, covering areas like tax planning, retirement projections, and estate planning. They are a fee-only firm, meaning they don't sell commissioned products and always act in the client's best interest.
Assets Under Management$1.7M
Clients2
Advisors1
Avg. per Client$850K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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