Valor Wealth Partners (VWP) manages investment portfolios and provides financial planning to individuals and high-net-worth individuals. VWP develops personalized investment plans based on client goals, risk tolerance, and time horizon. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. VWP also hosts educational seminars.
Assets Under Management$63M
Clients156
Advisors3
Avg. per Client$410K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard advisory fee for stand-alone Investment Management services. Clients participating in Ongoing Planning services receive a discounted fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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