Valiance Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,465,762
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$1,232,881
About
Valiance Group is a state-registered investment adviser that provides portfolio management to individuals, families, and businesses and offers ERISA-compliant retirement plan consulting. The firm identifies clients’ financial goals through interviews and develops customized portfolios and participant education materials in coordination with recordkeepers, third-party administrators, and other plan service providers.
Portfolios are constructed using an analytics module and may include mutual funds, ETFs, individual equities, fixed income and allocations to third-party sub-managers; the adviser monitors and adjusts allocations to align with client risk profiles. Although the investment agreement permits discretionary authority, the brochure reports that the firm’s reported assets under management are currently handled on a non-discretionary basis, with sub-managers often responsible for trade execution and allocation.
Valiance operates as a solo practitioner with a small, concentrated client base and AUM fully reported as non-discretionary, a combination that is uncommon among independent RIAs. The firm’s mix of individual wealth management together with retirement-plan consulting and reliance on third-party sub-managers (which may use leverage) shapes an operational model centered on advisory and implementation through external providers.
Client services
Portfolio management
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fee arrangements are negotiated and billed quarterly; used for short-term or transactional advisory services.
$0 - $100,000: 2% $100,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%
Hourly rate is $125 per hour; for retirement plan services hourly rate typically ranges from $100 to $350 per professional.
Fee-only: Hourly rate of $125 per hour; fixed fee arrangements may be negotiated for certain services.
Main office location
Valiance Group
Mentor On The Lake OH, United States
Number of offices
1
Most active in
Valiance Group has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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