ValueWealth Services provides portfolio management and financial planning services tailored to each client's goals, risk tolerance, and financial situation. Services include investment strategy, asset allocation, and regular portfolio monitoring. ValueWealth Services generally uses mutual funds, individual equities, options, and ETFs. They may also act as a sub-advisor to other investment advisors.
Assets Under Management$240M
Clients242
Advisors4
Avg. per Client$1M
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
ValueWealth Services offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid monthly or quarterly in advance, and are directly withdrawn from client accounts with written authorization.
Loading...