Valley Financial Group (VFG) offers investment management and financial planning services. VFG creates customized plans based on client goals and manages assets on a discretionary basis. VFG may use third-party managers and recommends Fidelity Institutional for custody. VFG also offers a wrap program where transaction fees are included in the management fee.
Assets Under Management$240M
Clients472
Advisors5
Avg. per Client$500K
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
Valley Financial Group's investment management fees generally range from 0% to 1% per year of the portfolio's value. The exact fee depends on the account size, complexity, and other services provided. Financial planning is included in the investment management fee. Fees are paid quarterly, in advance, debited directly from the client's account.
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