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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
  • 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

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