Validus Capital LLC
Assets Under Management
$2.2B
Number of Clients
162
Number of Advisors
7
Average Client AUM
$13.4M
AUM per Advisor
$310.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Validus Capital provides wealth management services, including investment management, financial planning, legacy planning, and family office services to high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized wealth management solutions through personal client contact and interaction, providing discretionary wealth management and related advisory services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. For certain Clients, the Advisor may charge a fixed fee for its services instead of a tiered schedule.
Fee Estimator
Wealth management fees are paid quarterly, in advance, and range from 0.30% to 1.00% annually based on a tiered schedule. For separate engagements, financial planning is charged either on an hourly basis (up to $500 per hour) or a fixed engagement fee, negotiated based on the expected hours at the hourly rate. An estimate for total hours and/or costs will be provided to the Client prior to engaging for these services.
Areas of Practice
Location
2221 Rosecrans Avenue, Suite 150, El Segundo, CA, 90245