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. Validus Capital works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. The firm constructs portfolios primarily consisting of mutual funds, SMAs, ETFs, individual equity securities, alternative investments, and/or fixed income securities.
Assets Under Management$2.2B
Clients162
Advisors8
Avg. per Client$13M
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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