Valor Investments and Planning manages investment portfolios and offers personalized financial planning for individuals, families, business owners, and retirement plans. Valor Investments and Planning helps clients identify their financial goals and risk tolerance, and then designs a customized investment portfolio. In most cases, Valor Investments and Planning allocates client assets to independent third-party money managers or affiliated managers, using mutual funds, exchange-traded funds, and individual stocks or bonds. Valor Investments and Planning also provides ongoing financial planning, business consulting, retirement plan consulting, and specialized services covering retirement, tax strategies, estate planning, insurance review, and charitable giving.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Valor's advisory fee is negotiable and limited to a maximum of 1.20% for Schwab accounts and up to 1.0% for AssetMark accounts. Total client fees including platform and third-party managers will not exceed 1.95% annually for Schwab and 1.85% for AssetMark.