Valor Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,380,851
Clients
0
Advisors
1
of 1 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
Valor Wealth Group, LLC primarily provides discretionary investment management for pooled and institutional-style assets while also serving individual clients, including both high-net-worth and non-high-net-worth households. The firm offers financial planning as part of its managed-account service and also provides standalone planning engagements billed on an hourly basis.
The adviser employs a planet-satellite portfolio framework, documenting tailored Investment Guidelines for each client and combining a diversified core allocation with targeted satellite exposures that can include private market opportunities. Valor routinely uses third‑party separately managed account (SMA) managers available on the Charles Schwab Advisor Services platform, retaining discretion to select, monitor, and terminate those managers and to rebalance client portfolios as needed.
Distinctive features for an investment-manager firm of this size include its recent formation and the explicit inclusion of individual clients alongside pooled/institutional work, a practice that is uncommon among peers. The firm also follows a proxy‑voting practice that does not accept authority to vote client proxies directly and may rely on SMA managers’ voting pursuant to their agreements, and it discloses the firm’s receipt of certain support services from its chosen custodian.
Client services
Financial planning
Portfolio management
Expertise
Income planning
College savings (529s, UTMA, etc.)
Long-term care insurance
Charitable giving & philanthropy
Private / alternative investments
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $100,000,000: 0.40% Above $100,000,001+: 0.35%
$250 per hour, with total fees not to exceed $15,000
Account minimum: $1,000,000
Main office location
Valor Wealth Group, LLC
7163 Headley St Se, Ste B
Ada MI 49301, United States
Number of offices
1
Most active in
Valor Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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:
-
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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