Valen Private Capital offers discretionary and non-discretionary investment management, financial planning, and consulting services. The registered investment advisor primarily serves high-net-worth individuals, families, trusts, and related entities. Valen Private Capital uses a mix of diversification, active and passive management, and various asset classes—including equities, fixed income, alternative investments, and independent managers—to build portfolios tailored to each client's risk tolerance and financial goals. The firm also provides consulting on retirement, education, and business or personal financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee schedule allows for fees up to 2.00% annually, but most client relationships are priced below this level. Fees are negotiable based on assets under management, complexity, household relationships, and legacy arrangements.