East Valley Wealth offers investment management, financial planning, and retirement services to individuals, high-net-worth individuals, and families. They manage portfolios using equities, debt securities, mutual funds, and exchange-traded funds. East Valley Wealth also utilizes a turnkey asset management program through Signal Advisors Wealth, LLC. Clients work directly with East Valley Wealth's advisors to determine appropriate investments based on their financial circumstances.
Assets Under Management$4.2M
Clients13
Advisors1
Avg. per Client$330K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be waived or imposed differently on any client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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