Valoria Wealth Management (VWM) offers financial planning and investment management services. VWM works with clients to establish financial goals and values, then builds a financial plan covering areas like net worth, cash flow, insurance, retirement, investments, debt repayment, tax, college, and estate planning. VWM also provides ongoing investment advice based on individual client needs, primarily investing in stocks, bonds, mutual funds, and ETFs. Clients grant VWM authority to buy and sell securities on their behalf.
Assets Under Management$1.9M
Clients3
Advisors1
Avg. per Client$640K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | Included |
| $600K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Clients pay either a fixed minimum fee ($6,000 - $10,000 annually) or an asset-based fee (once managed assets exceed $600,000). Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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