Advisor at Valtrion Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valtrion Capital Management, LLC
Location
Ontario, CA
Credentials
Series 66
Industry experience
13 years
Amir Dadabhoy is a financial advisor at Valtrion Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and BGW Wealth Advisors. Valtrion Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs strategic, tactical, and core-satellite asset allocation approaches, managing all client assets on a discretionary basis and tailoring allocations to risk tolerance and time horizons.
Based on Valtrion Capital Management, LLC
Financial planning and consulting services fees are flat annual fees depending on plan type: Solo Plan $995, Family Plan $1,995, Retirement Plan $4,495, Executive Plan $4,995, Entrepreneur Elite Plan $9,995
Certain supervised persons offer insurance products under separate commission arrangements
Account minimum: $10,000 for Total Access Asset Management; $250,000 for Total Wealth Asset Management Minimum fee: $995 to $9,995 annual flat fees for financial planning and consulting services depending on plan type; $1,500 minimum annual fee for Retirement Plan Consulting Fee-only: Fixed annual fees for financial planning and consulting services ranging from $995 to $9,995 depending on plan; flat fees for Portfolio Review Service ($250 or $375); Retirement Plan Consulting fees up to $10,000 flat or up to 1.00% of plan assets
Ontario, CA
California
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Morgan Stanley Smith Barney
2012 - 2022 (10 years)
Morgan Stanley
2012 - 2021 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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