BT VALO offers asset management services through both discretionary (where they make investment decisions for you) and non-discretionary accounts (where you approve each trade). They tailor their advice to your needs and investment goals, considering your financial profile and any restrictions you want to place on your account. They may also recommend third-party investment managers. BT VALO may refer clients to other financial services companies, including banks, as a courtesy to the client and with no compensation from the institution.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending on factors such as the amount, type and complexity of the asset management services provided, the nature and complexity of the assets being managed, the level of administration requested either directly or assumed by the client, among others.