Wealthvalues, LLC
Assets Under Management
$410.6M
Number of Clients
24
Number of Advisors
2
Average Client AUM
$17.1M
AUM per Advisor
$205.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthValues, LLC provides a wide range of wealth management services to clients, generally on a fully discretionary basis. They analyze client financial goals, design investment portfolios, and manage accounts by evaluating and purchasing various marketable securities.
Fee Structure
WealthValues offers services based on an annual fixed fee, an annual fixed fee plus a percentage of assets under management, or a percentage of assets under management. The percentage fee ranges between 0.25% and 1.00% of assets under management. Financial planning fees are generally set at a fixed fee of not less than $5,000, with updates costing not less than $2,000. Fees are generally negotiable.
Areas of Practice
Location
303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065