Valora Investment Group is a registered investment advisor located in Miami, Florida, founded in 2025 and led by Lucas Sacerdote. Valora Investment Group provides continuous asset management services, creating tailored investment portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, Real Estate Investment Trusts, options, and other securities. Investment recommendations and strategies are based on each client's individual financial situation, risk tolerance, and goals, with clients able to place restrictions on certain securities. In addition to standard asset management fees based on the value of your portfolio, Valora Investment Group may also enter into performance-based fee arrangements with qualified clients who meet specific net worth or asset thresholds. The firm emphasizes fundamental and technical analysis, taking a long-term or short-term approach depending on the client's needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Firm may also assess performance-based fees not exceeding 20% of returns over a 6% hurdle rate for qualified clients.