Valorem LLC provides wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Valorem creates customized portfolios using ETFs and mutual funds, and may also use individual stocks and bonds. Valorem also offers investment consulting services for clients seeking a smaller scope engagement.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Valorem's wealth management fees range from $15,000 to $20,000 annually, paid in advance each quarter. The fee depends on the complexity of services, level of assets managed, and the overall relationship. For investment consulting engagements, Valorem charges an annual asset-based fee of up to 0.50% of the assets under advisement, payable in advance each quarter.
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