VV

Valerie Dawn De Vol

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
254 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$432.9M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$2,500 - $5,000
Hourly Rate:$125 - $1,200/hr

Investment Supervisory Services (ISS) fees are based on a percentage of assets under management, with a maximum fee of 2.0%. A minimum of $500,000 in assets under management is required, but this may be negotiable. Financial planning fees range from $125 to $1,200 per hour depending on the advisor's role, or a fixed fee typically ranging from $2,500 to $5,000. Prepaid financial planning fees will never exceed $1200 for work that will not be completed within six months.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

319 Miller Avenue, Mill Valley, CA, 94941

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Assembly Wealth
March 2007 - Present · 18 yrs 10 mos
Previous Registrations
Prospera Financial Services, INC. Broker
February 2005 - August 2016 · 11 yrs 6 mos
Peacock, Hislop, Staley & Given, INC.Broker
June 2000 - February 2005 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Valerie Dawn De Vol - Financial Advisor | AdvisorDiscover