Valor Wealth Management offers portfolio management services. The firm starts with a consultation to understand your goals and financial situation, then creates a financial plan. Based on the plan, Valor Wealth Management builds a customized investment portfolio for you, typically using stocks, bonds, and exchange traded funds. You can place restrictions on certain investments. The firm manages the portfolio for you.
Assets Under Management$11M
Clients39
Advisors1
Avg. per Client$290K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable, and household accounts may be aggregated to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...