Valtinson Bruner Financial Planning provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. The firm builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, using strategies such as fundamental and technical analysis, asset allocation, and mutual fund selection. In addition to portfolio management, Valtinson Bruner Financial Planning offers comprehensive financial planning covering retirement, taxes, estate planning, insurance, cash flow, and business succession. The firm also assists retirement plan sponsors with fiduciary consulting. Investment management services are provided on a discretionary basis, meaning the advisors make trades on the client's behalf according to an agreed-upon strategy. Valtinson Bruner Financial Planning requires a minimum investment of $250,000 to open an account, though this minimum may be waived under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is up to 1.50% and is negotiable based on criteria such as portfolio size, asset type, and relationship history.