Valur Robo Advisors

Fee-Only (% of Portfolio)

Valur Robo Advisors provides investment advice through its website, offering both discretionary and non-discretionary services. The discretionary service manages investments in ETFs and publicly traded equities. The non-discretionary service provides accredited investors with opportunities to invest in Regulation D offerings in oil and gas. Valur uses a questionnaire to assess client risk tolerance and recommends suitable investments, but clients make the final investment decisions.

Assets Under Management$2.9M
Clients15
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Valur Robo Advisors | TrueAdvisor