Value Financial Partners provides investment management services where they make investment decisions for you. They also offer financial planning at no additional cost to their investment management clients, covering topics like retirement, cash flow, and estate planning. Clients can place restrictions on their accounts. Value Financial Partners uses passive investing strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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