Valerie Lasher-Adelman
Valerie Lasher-Adelman is a CFP-designated registered investment advisor at William Howard & CO. Financial Advisors, INC., based in Boca Raton, FL, with 28 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 182 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Regulatory
March 2024Other Business Activities
Valerie is the managing member of VLA Financial Services, LLC, where she works as a Certified Divorce Financial Analyst (CDFA), providing advice and analytical work related to equitable asset distribution in divorce cases. She dedicates a few hours a week to this activity.
Employment History
Current Registrations
William Howard & CO. Financial Advisors, INC.
Previous Registrations
Financial Asset Management CORP
H.D. Vest Investment ServicesBroker
Berkshire Equity Sales, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.