Valmark Advisers, INC.
Assets Under Management
$8.4B
Number of Clients
13,685
Number of Advisors
271
Average Client AUM
$612K
AUM per Advisor
$30.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Valmark Advisers, Inc. is a registered investment advisory firm offering wrap-fee programs like TOPS®, TOPS® Core, ACCESS ™ Plus, VWS Flex and VWS Custom. These programs invest primarily in ETFs or mutual funds based on client risk tolerance and goals. Valmark provides back-office support to IARs and their clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable between the client and the IAR, but will not exceed the stated percentages. Valmark may reduce or waive fees for certain clients.
Fee Estimator
Valmark charges an annual wrap fee based on assets under management, which includes trade execution costs but excludes certain regulatory and custodial fees. The advisory fee is negotiable between the client and the IAR, but will not exceed the stated percentages. The maximum annual fee is 1.95% for accounts less than $1,000,000, 1.75% for accounts between $1,000,001 and $2,000,000, and 1.50% for accounts above $2,000,001. Valmark may reduce or waive fees for certain clients. Minimum account sizes vary by program: $10,000 for TOPS® Core, and $100,000 for TOPS®, VWS Flex, and VWS Custom.
Areas of Practice
Location
130 Springside Drive, Suite 300, Akron, OH, 44333