Valentine Wealth Management (VWM) offers investment management and financial planning services tailored to individual client needs. VWM provides ongoing and project-based financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. VWM also offers retirement plan consulting and management services. VWM is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$21M
Clients36
Advisors2
Avg. per Client$590K
Avg. per Advisor$11M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.40% |
Investment Management Services are only available for clients participating in Ongoing Financial Planning Services. The minimum annual fee for Investment Management Services is $4,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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