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Valic Financial Advisors

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Total assets under management

$26,372,603,709

More info

Total clients

293,962

0% high-net worth

Total advisors

1,239

of 1,633 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

237

Average account size

$89,714

Client services

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Fee options

Percentage

$0 - $250,000: 2.13% $250,001 - $500,000: 1.79% $500,001 - $1,000,000: 1.57% $1,000,001 - $3,000,000: 1.46% $3,000,001 - $5,000,000: 1.35% $5,000,001 - $15,000,000: 1.24% $15,000,001 - $25,000,000: 1.22% $25,000,001+: 1.20%

Project-based
Subscriptions

Financial Planning and Consulting Services available on a subscription basis (fees not specifically detailed in brochure).

Other

Minimum fee: Envestnet assesses a minimum quarterly fee equal to one quarter of an annual minimum account fee of $150, if management/administration fees fall below this threshold.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Valic Financial Advisors

2929 Allen Pkwy

Houston TX 77019, United States

Number of offices

247

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram Website 866-544-4968

Advisors at this firm

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Roland S

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors
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Brian O

Series 66

Houston, TX

Valic Financial Advisors
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Clyde J

Series 66

Greensboro, NC

Valic Financial Advisors
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Peter L

CFP®, Series 63, Series 65

Glendale, CA

Valic Financial Advisors
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Darin L

CFP®, ChFC®, Series 66

Linthicum Heights, MD

Valic Financial Advisors
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Dillion T

Series 66

Houston, TX

Valic Financial Advisors
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Michael M

Series 66

Tallahassee,, FL

Valic Financial Advisors
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Shaun H

Series 63, Series 65

Greensboro, NC

Valic Financial Advisors
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Michael K

Series 63, Series 65

Marion, IL

Valic Financial Advisors
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Kevin M

CFP®, Series 63, Series 66

Bellefonte, PA

Valic Financial Advisors
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Lewis S

Series 63, Series 65

Tampa, FL

Valic Financial Advisors
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Justin V

CFP®, Series 66

Chicago, IL

Valic Financial Advisors
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Joel S

CFP®, ChFC®, Series 63, Series 66

Columbus, OH

Valic Financial Advisors
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Stephen A

ChFC®, Series 66

Houston, TX

Valic Financial Advisors
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Russell K

Series 63, Series 65

Houston, TX

Valic Financial Advisors
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