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Valkyrie Financial

Updated today

Total assets under management

$7,356,619

Total clients

19

5% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

19

Average account size

$387,190

About

The firm provides investment management and a range of financial planning services to individual clients, including those with higher net worth. Services include ongoing comprehensive financial planning on a subscription basis as well as project-based planning engagements and implementation of client investment policies.

Investment programs are primarily constructed using passive allocations of index mutual funds and ETFs, with portfolios built to match each client’s investment policy statement and risk tolerance; the firm also notes the use of fundamental and cyclical analysis in its overall process. The adviser generally manages accounts on a discretionary basis, allows reasonable client-imposed restrictions, and includes investment management as part of its ongoing planning relationships.

Distinctive features include a relatively modest asset base and small client roster, paired with a practice focused on long-term planning relationships that emphasize implementation and monitoring rather than standalone advice. The lead advisor holds CFP certification and has prior personal trust and bank experience, the adviser maintains an insurance license but no longer sells insurance products, and the firm does not provide written performance reports to investment advisory clients beyond custodian statements.

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $50,000: 1.20% $50,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.75% $1,000,001+: 0.60%

Project-based

$350 per hour (project-based financial planning)

Disclosures

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

Business activities & affiliations

Main office location

Valkyrie Financial

Appleton WI, United States

Number of offices

1

Advisors at this firm

Sarah P

CFP®

Appleton, WI

Valkyrie Financial

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

Women Professionals Single Women Gen Y/Millennials (Born 1980-1995)
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