Advisor at Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC
Location
South Haven, MI
Credentials
CFP®, Series 65
Industry experience
22 years
One-time new client transition fee equal to one full quarterly fee at inception; one-time project fee for Emerging Client program.
$0 - $7,500,000: 0.50% $7,500,001 - $15,000,000: 0.25% $15,000,001 - $30,000,000: 0.125% $30,000,001+: 0.25%
Account minimum: $10,000 annual minimum fee for Personal and Institutional Advisory Services; $2,500 annual minimum fee for Valeo Essentials Minimum fee: $10,000 annual minimum fee for Personal and Institutional Advisory Services; $2,500 annual minimum fee for Valeo Essentials service Fee-only: Fixed/project fees for Emerging Client program and extraordinary planning services; minimum annual fees apply.
Valeo Financial Advisors
2018 - Present (8 years)
None
2016 - 2017 (1 year)
Oxford Financial Group, LTD
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 66
South Haven, MI
Edward Jones
Series 63, Series 65
South Haven, MI
ASSET ALLOCATION STRATEGIES, llc
Series 63, Series 65
South Haven, MI
ASSET ALLOCATION STRATEGIES, llc
Series 63, Series 65
South Haven, MI
ASSET ALLOCATION STRATEGIES, llc
Series 66
South Haven, MI
LPL Financial
Series 63, Series 65
South Haven, MI
Primerica Advisors
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