Valence Wealth provides personalized wealth management services to individuals and high-net-worth clients, operating as a registered investment advisor based in Scottsdale, Arizona. Founded and led by Nathaniel Donohue, Valence Wealth creates tailored investment portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, alternative investments, and options. Alongside portfolio management, Valence Wealth delivers comprehensive financial planning that covers retirement strategies, tax planning, cash flow, estate coordination, and equity compensation analysis. The firm operates on a flat-fee pricing model across three tiers, where fees are determined by the complexity of the client's financial situation rather than the size of their investment portfolio. Valence Wealth acts in the client's best interest as a legally required fiduciary and custodes client assets through independent broker-dealers such as Altruist and Charles Schwab.
Fee Structure
Valence Wealth manages your investment portfolio as part of its wealth management services, charging a flat annual fee rather than a percentage of your portfolio. The fee is based on the complexity of your financial situation and is split into three tiers:
- Tier One — $10,000 per year
- Tier Two — $15,000 per year
- Tier Three — $25,000 per year
These fees are billed quarterly in advance ($2,500, $3,750, or $6,250 per quarter, depending on your tier). The specific tier you pay depends on factors like stock compensation, multi-state taxes, business ownership, or estate planning needs, not on how much money you invest.