ValueTech Private Advisors offers financial planning advice on investments, portfolio construction, cash flow, retirement, and tax and estate planning. They manage investment portfolios on a discretionary or non-discretionary basis. The firm also offers educational workshops. ValueTech requires a minimum $50,000 account size to open or maintain an investment portfolio.
Assets Under Management$16M
Clients26
Advisors2
Avg. per Client$600K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Effective from March 22th, 2025 for new client. For Non-U.S. resident client, portfolios could also be assessed a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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