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/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
  • 0.95% starting point decreasing to 0.65% with over $250,001 invested
  • fee lowers as balance rises
  • absolutely no contract


retainer model

starting at $30/month, investments held away
  • fee decided prior to onboarding
  • monthly, quarterly or annually
  • absolutely no contract

one-time financial plan

for the DIY types who want a jump start. high communication initially, then we monitor

contact for pricing


financial advice the way you want | Vaal Financial, LLC