Valeo Ventures Management provides investment advice, specifically tailored to the client's individual needs, goals, and objectives, regarding healthcare and healthcare adjacent venture capital investments. Valeo is an active investment manager and uses a variety of methods and strategies to make investment decisions and recommendations.
Assets Under Management$130M
Clients1
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual investment management fee is the lesser of 1.75% of assets under management or a fixed fee of $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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