Valoria Wealth Management is a registered investment advisor founded in 2024 and based in Cooper City, Florida. Led by founder and Certified Financial Planner Maria Castillo Dominguez, Valoria Wealth Management offers comprehensive wealth management services that combine financial planning and portfolio management. The firm specializes in working with professional women with equity compensation, high net-worth individuals, and small business owners. Valoria Wealth Management uses Modern Portfolio Theory to build diversified, passive portfolios utilizing exchange-traded funds, mutual funds, individual stocks, and bonds, and also accommodates socially responsible investing and Environmental, Social, and Governance preferences. In addition to investment oversight and personalized financial planning covering retirement, taxes, estate planning, cash flow, and insurance, Valoria Wealth Management provides income tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Asset-based fees apply once managed assets exceed $720,000 for individuals or $840,000 for couples. Below those thresholds, clients pay a flat fee of $7,200 (individuals) or $8,400 (couples). Fees are negotiable at the advisor's discretion.