pricing
/cost is only an issue in the absence of value
assets under management
your investments managed by Vaal Financial, LLC
- fee decided by the investment sum managed
- 1.30% starting point decreasing to 0.70% with over $1,00,001 invested
- fee lowers as balance rises
- fee is pulled automatically from dividends/cash in account. no invoices.
- absolutely no contract
- includes investment fees
For investment management with no financial planning - pricing is 0.75% of Assets Under Management.
retainer model
starting at $25/mo up to $425/mo, investments held elsewhere
- fee decided prior to onboarding
- paid monthly via invoice
- absolutely no contract
- retainer will not increase without client discretion
one-time financial plan
For the DIY types who want a jump start. High communication initially, then we monitor
contact for pricing
adjusted for the times | Vaal Financial, LLC | 2023 ©
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