Valiant Financial Planning provides financial planning and investment management services to individuals and high net-worth individuals. The firm offers comprehensive and project-based financial planning, covering areas like retirement, investments, and estate planning. For clients with investable assets, Valiant Financial Planning also provides investment management services, creating and managing portfolios based on individual client needs and goals.
Fee Structure
Valiant Financial Planning includes investment management as part of its Comprehensive Financial Planning Services. The annual advisory fee ranges from 0.24% to 2.00% of the value of your portfolio. The fee is determined at the start of the engagement for new clients and reset annually based on the account balance as of December 31. Once established, the annual fee is locked in for the following calendar year and billed monthly. If account values decline to a level where the fixed annual fee would exceed 2.00% of the value of your portfolio, billing converts to an hourly arrangement at $400 per hour.