Valor Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,726,639
Clients
74
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
74
Very HighAverage account size
$23,333
About
Valor Advisers provides investment management, financial planning and retirement-plan consulting to individual investors and employer plan sponsors. The firm’s Comprehensive Portfolio Management and standalone planning engagements can include individual stocks, bonds, ETFs, options, mutual funds and other public and private investments.
The firm uses a mix of cyclical, fundamental and technical analysis and implements strategies ranging from long-term holdings to short-term trading and options-based approaches, including covered-call writing. Accounts are monitored and rebalanced as needed, and the brochure emphasizes the additional risks that options and other derivatives can introduce when used in client portfolios.
Noteworthy aspects include a subscription-style billing option for ongoing financial planning in addition to traditional asset-based fees, and the explicit use of options and derivatives within managed accounts. Valor Advisers also discloses related activities — representatives act as insurance agents and provide tax-preparation and corporate planning services (such as cost-segregation and entity-structure analysis) — which the firm identifies and manages as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
College savings (529s, UTMA, etc.)
Fee options
Financial planning flat fees start at $500; retirement plan consulting flat fees up to $75,000 annually
Up to $190/hour for financial planning and consulting; hourly rates may apply for retirement plan consulting
Ongoing financial planning monthly fees of $99 or $149 based on household income
Account minimum: $1,000 Fee-only: Financial planning flat fees start at $500 up to $5,000; ongoing plans initial fees $350 or $450 plus monthly fees $99 or $149; hourly fee up to $190/hour; retirement plan consulting flat fees up to $75,000 annually
Main office location
Valor Advisers
5919 W. Montrose Ave
Chicago IL 60634, United States
Number of offices
1
Most active in
Valor Advisers has reported serving >5 clients in these states in the last 12 months.
Illinois
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
Quick links
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