Valhalla Advisors provides investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Valhalla Advisors also provides free educational seminars and workshops.
Assets Under Management$14M
Clients99
Advisors2
Avg. per Client$140K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $350K | 1.25% |
| $350K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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