Valkyrie Financial offers personalized investment portfolio management and comprehensive financial planning for individuals and high-net-worth clients. Founded in 2021 and led by Sarah Paulson, the firm builds tailored investment strategies using passive management techniques such as index mutual funds and exchange-traded funds. Valkyrie Financial provides continuous investment supervision alongside ongoing financial planning that covers net worth, cash flow, insurance, retirement, college savings, and estate planning. Additionally, the firm offers project-based consulting for specific financial topics like business planning, tax strategies, and risk management. Valkyrie Financial has no account minimum requirement and acts as a registered investment advisor legally required to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and paid quarterly in arrears. Investment management is included at no additional charge for clients enrolled in ongoing comprehensive financial planning.