Valor Wealth Group offers investment management on a discretionary basis, selecting securities and other investment vehicles based on the client's investment guidelines. They also provide financial planning, including income planning, education funding strategies, insurance needs analysis, risk management, retirement planning, tax review, estate plan review, charitable giving, and budgeting. For investment management clients, Valor Wealth will provide referrals to estate counsel and tax accountants.
Assets Under Management$20M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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