Valor Financial Planning provides financial planning and investment management services. As a fee-only firm, Valor Financial Planning is legally required to act in your best interest. Valor Financial Planning offers investment management, ongoing financial planning, and hourly consulting. Financial plans cover net worth, retirement, taxes, insurance, and estate planning.
Assets Under Management$780K
Clients43
Advisors1
Avg. per Client$18K
Avg. per Advisor$780K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Negotiable for accounts over $5,000,000. Financial planning clients pay 0.50% on assets under management in addition to a monthly flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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