Ready to level up your financial game? At Valoria Wealth Management, we understand that every woman's journey to financial freedom is unique. We offer a variety of comprehensive and tailored service models to suit your specific needs. Whether you're just starting or diving in, we have the right options for you.
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Ongoing financial planning for assets below $1M
Hands on, ongoing financial planning and investment management while growing your wealth. Advisory fee starts at $7,200 for individuals and $8,400 for couples, based on complexity.
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Ongoing financial planning for assets above $1M
Ongoing financial planning and investment management for the more complex and broader planning. Advisory fee based on a percentage of assets under management (AUM), starting at $10,000/year.