Advisor at Valor Wealth Partners
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.
Location
Washington, DC 20005
Credentials
Series 65
Industry experience
2 years
Zubin Kapur is a financial advisor at Valor Wealth Partners with one year of industry experience. He holds the Series 65 designation and has prior work experience at American Directions Research Group and Cricket/AT&T. Valor Wealth Partners provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients. The firm combines passive and active strategies using fundamental, technical, and cyclical analysis, and offers specialized services including educational seminars on federal government employee benefits and discretionary management of held-away employer accounts.
Based on Valor Wealth Partners
Initial Plan Development fee between $2,500 and $7,000; fixed annual fees for ongoing planning services (up to $12,000 or $600 annually depending on service level).
$0+: 1.25% annually (standard advisory fee for stand-alone Investment Management) $0+: 0.50% annually (discounted fee for Investment Management when participating in Ongoing Planning services)
$450 per hour for additional financial planning support beyond fixed fees.
Ongoing Planning Membership fee of $600 annually ($50 monthly)
Fee-only: Financial planning fees ranging from $2,500 to $7,000 for Initial Plan Development; ongoing planning fees up to $12,000 annually for Partnership level, $600 annually for Membership level, plus hourly fees of $450/hour for additional support.
1200 G St Nw, Suite 800
Washington, DC 20005
District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · North Carolina · South Carolina · Texas · Virginia
Valor Wealth Partners
2024 - Present (2 years)
Self-Employed
2023 - 2024 (1 year)
American Directions Research Group
2020 - 2023 (3 years)
Self-Employed
2019 - 2020 (1 year)
Cricket/AT&T
2005 - 2019 (14 years)
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Trust company
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Accountant / CPA / tax prep
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Other specialized services
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