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 Dr Ste 400, Carmel, IN, 46032-3357
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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