Assets Under Management
$2.2B
Number of Clients
162
Number of Advisors
7
Average Client AUM
$13.4M
AUM per Advisor
$310.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Validus Capital provides wealth management services, including investment management, financial planning, legacy planning, and family office services to high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. They construct portfolios primarily consisting of mutual funds, SMAs, ETFs, individual equity securities, alternative investments, and/or fixed income securities. Financial planning services include investment, retirement, cashflow, estate, insurance, education, charitable, and tax planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. For certain Clients, the Advisor may charge a fixed fee for its services instead of a tiered schedule.
2221 Rosecrans Avenue, Suite 150, El Segundo, CA, 90245