Assets Under Management
$8.4B
Number of Clients
13,685
Number of Advisors
271
Average Client AUM
$612K
AUM per Advisor
$30.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Valmark Advisers, Inc. provides investment advisory wrap-fee programs and services. They offer proprietary investment solutions like TOPS®, TOPS® Core, ACCESS ™ Plus, and VWS Custom/Flex, investing primarily in ETFs and mutual funds. Fees are asset-based and include trade execution costs. They also offer retirement plan advisory services.
130 Springside Drive, Suite 300, Akron, OH, 44333