At Valeo, there is one transparent fee based on your net worth. By focusing on net worth, we eliminate many of the conflicts of interest traditional advisors face when “gathering assets.” Our services cover financial planning and investment, and one, single fee covers all that we do for you. In contrast, many advisors sell products that earn them commissions, have fees that vary based on the type of asset they manage, and may vary significantly from client to client, charge separately for financial planning – and the list goes on.
We are also proud to publish our fee schedule for all to see right here on our website. If you are worth what you charge, it should be easy to show what you charge.