Valiant Wealth offers portfolio management services through separately managed accounts, tailoring investment strategies to each client's goals and risk tolerance. They also provide financial planning services covering investment, insurance, tax, retirement, education, and debt/credit planning. Valiant Wealth may offer additional services to high-net-worth individuals, such as lifestyle management, personal accounting, estate plan coordination, tax planning and preparation, property management oversight, risk mitigation, insurance reviews, and family governance.
Assets Under Management$380M
Clients187
Advisors3
Avg. per Client$2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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