Valkyrie Financial LLC manages investment portfolios based on clients' individual needs and goals. VF also offers ongoing comprehensive financial planning for a monthly fee, and project-based financial planning for specific needs like retirement, college savings, or estate planning. Sarah Paulson is the principal owner of Valkyrie Financial LLC.
Assets Under Management$7.4M
Clients19
Advisors1
Avg. per Client$390K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Annual fees are negotiable. Clients participating in Ongoing Comprehensive Financial Planning will receive Investment Management Services at no additional charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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