Valor Financial Services offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Valor also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$270M
Clients1,675
Advisors2
Avg. per Client$160K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged at a maximum of 1.25% annually. Valor Financial Services has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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