Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are negotiable based on unique circumstances or relationships.
Fee Estimator
Valeo is compensated through fees paid directly by clients. Fees are calculated annually based on net worth and billed quarterly in advance. There is a one-time new client transition fee equal to one full quarterly fee. The minimum annual fee is $10,000. For clients using the Valeo Essentials service, the annual fee is 0.50% of net worth with a $2,500 minimum. Fees are negotiable based on unique circumstances or relationships. Clients with a net worth of less than $2 million subject to the $10,000 minimum fee will pay a higher percentage quarterly fee than 0.50%.
Areas of Practice
Advisor Information
Office location
10 W. Carmel Drive, Carmel, IN, 46032
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Christopher serves as a neutral arbitrator on a 3-person panel for FINRA Dispute Resolution. This takes about 10-20% of his time and does not occur during securities trading hours.