Vallon Capital provides investment advice and portfolio management to individual clients. Vallon Capital will consult with clients to determine their investment objectives, risk tolerance, and financial goals. Vallon Capital may invest in equity securities, options, exchange traded funds, exchange traded notes, convertible securities, and debt instruments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients may also be subject to a quarterly performance-based fee, not exceeding 30% of the net capital appreciation of the client's account during each calendar quarter. Performance-based fees are only charged to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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