Valeo Financial Advisors, LLC
Assets Under Management
$10.6B
Number of Clients
3,037
Number of Advisors
99
Average Client AUM
$3.5M
AUM per Advisor
$107.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Valeo Financial Advisors offers independent financial planning and investment advice to individuals and families, covering areas like cash flow, charitable giving, education funding, estate planning, insurance, investments, retirement, and taxes. They also provide investment management consulting to institutions. Valeo does not implement financial plans unless agreed to in writing and does not serve as an attorney, accountant, or insurance agency.
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% |
All fees are negotiable, including minimum fees, when unique circumstances are present.
Fee Estimator
Valeo is compensated through fees paid directly by clients, calculated annually and billed quarterly in advance. Fees are negotiable, especially for clients with unique circumstances like privately held businesses or concentrated positions. The minimum annual fee is $10,000, but Valeo Essentials clients pay a minimum of $2,500 annually. Emerging clients may be asked to make a $1,000 annual charitable donation. Clients with less than $2 million net worth subject to the $10,000 minimum will pay a higher percentage fee than the standard schedule.
Areas of Practice
Location
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357