Honest, objective, transparent advice.
Although we offer hourly advice, and advice on specific projects, most clients retain us for ongoing advice which would include both financial planning and ongoing investment management.
Annual fee: $7,500.
Some clients wish to engage us for help with developing a financial plan and handle the management of their own investments.
Annual fee starts at: $3,500
Your Valiant Advisor:
Will always act transparently and in good faith.
Will minimize conflicts of interest and disclose any that exist.
Is only compensated by you. We do not accept referral fees for fees from sponsors of any investment product.
Will always place your interest above ours.