Valor Advisers offers investment advice and financial planning to individuals. Services include comprehensive portfolio management, which combines asset management with financial planning, and standalone financial planning and consulting. Valor Advisers works with clients to understand their financial situation, goals, and risk tolerance to create a suitable investment approach.
Assets Under Management$1.3M
Clients67
Advisors1
Avg. per Client$19K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Valor Advisers offers Comprehensive Portfolio Management, where clients receive both investment management and financial planning. The annual fee for this service will not exceed 1.95%. The exact fee will be outlined in your advisory agreement. Fees are billed monthly, based on the value of your account on the last day of the month.
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