Vaal Financial, based in Indianapolis, offers personalized investment advice and financial planning. The firm manages investment portfolios based on clients' goals and risk tolerance, making trades without needing client approval each time. Vaal Financial also provides financial planning services covering areas like tax, insurance, estate, retirement, education, and cash flow analysis. Clients can choose to implement the firm's recommendations through Vaal Financial or another advisor.
Assets Under Management$820K
Clients13
Advisors1
Avg. per Client$63K
Avg. per Advisor$820K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.70% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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