Valle Financial Group (VFG) provides investment advisory services to clients through both discretionary and non-discretionary accounts, tailoring investment strategies to individual client objectives, risk tolerance, and time horizons. VFG creates an Investment Policy Statement for each client to guide portfolio selection and monitoring. VFG may also provide additional services as negotiated with each client.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable. VFG may charge a Performance Fee, in addition to Management Fees, to certain Qualified Clients as defined in SEC Rule 205-3. This fee will be a percentage of any gains in the client account during that period, to be determined with each specific client but never to surpass 20% of the performance per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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