Values Added Financial offers tailored advice on investments, risk management, retirement, cash management, tax, estate planning, business development, student loans, and goal setting. They primarily advise on publicly traded securities, real estate, and options, and may also advise on non-securities investments. Services include comprehensive financial planning, investment management, business consulting, and project-based financial planning.
Assets Under Management$310M
Clients115
Advisors7
Avg. per Client$2.7M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Some legacy clients may pay a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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