Valoir Wealth provides investment advisory services to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Valoir Wealth also offers retirement plan consulting services to employer plan sponsors. The firm tailors investment advice to individual client needs.
Assets Under Management$44M
Clients38
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Valoir Wealth charges a maximum annual fee of 1.9% for asset management and comprehensive portfolio management services. The specific fee will be outlined in your advisory agreement. Fees are calculated quarterly in advance based on the value of your account on the last day of the previous quarter. Fees are negotiable.
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