Valor Wealth Partners is a registered investment advisor that provides personalized investment management and financial planning services to individuals and high-net-worth clients. The firm acts in a legal capacity in your best interest, designing custom portfolios tailored to your specific financial goals, risk tolerance, and tax considerations. Valor Wealth Partners builds portfolios using a combination of active and passive strategies, investing in stocks, bonds, mutual funds, exchange-traded funds, government securities, and fee-based annuities. In addition to managing portfolios, Valor Wealth Partners provides comprehensive financial planning covering areas such as retirement planning, cash flow and debt management, estate planning, employee benefits optimization, tax planning strategies, and specialized packages for federal government employees. Clients can choose between standalone investment management, ongoing financial planning programs, or one-time planning engagements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard stand-alone investment management fee is 1.25% annually. Clients participating in ongoing planning receive a discounted rate of 0.50% annually.