Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$143,588,939
Total clients
152
18% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
38
Average account size
$944,664
Annual flat fees for financial planning and consulting services: 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-based arrangements.
Account minimum: $10,000 for Total Access Asset Management; $250,000 for Total Wealth Asset Management Fee-only: Financial planning and consulting services charged as annual flat fees ranging from $995 to $9,995 depending on plan type; standalone financial planning fees negotiated case-by-case; portfolio review fees $250 to $375; retirement plan consulting fees flat fee up to $10,000 or up to 1.00% of plan assets with minimum $1,500 annual fee.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Valtrion Capital Management, LLC
3401 Mallory Ln, Suite 100
Franklin TN 37067, United States
Number of offices
1
CFP®, Series 63, Series 65
Franklin, TN
Valtrion Capital Management, LLC
CFP®, CFA®, ChFC®, Series 63, Series 66
Franklin, TN
Valtrion Capital Management, LLC
ChFC®
Studio City, CA
Valtrion Capital Management, LLC
CFP®
Franklin, TN
Valtrion Capital Management, LLC
Series 66
Franklin, TN
Valtrion Capital Management, LLC
Series 65
Austin, TX
Valtrion Capital Management, LLC
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