The Valeo model charges fees the same way no matter what is recommended or implemented; eliminating many of the conflicts of interest between you and your advisor.

The traditional advisor charges fees differently depending upon what is recommended.  Allowing the advisor to determine their own compensation which may or not be the result of recommendations that are solely in your best interest.

Comprehensive advice to all clients all of the time.  Our advisors are Certified Financial Planner (CFP^®) practitioners with significant experience.

Comprehensive advice to some clients some of the time.  The typical advisor has sufficient investment expertise, but is lacking in the other areas of financial planning, such as insurance, income tax and estate planning.

Each advisor is limited to a manageable number of clients to ensure the highest possible level of personal service.

Each advisor is allowed to service as many clients as they desire.  To the extent they have more clients than they can effectively service, they build teams of junior advisors to shift client servicing responsibilities to.

We have one fee schedule for all clients, which results in fees that are typically 30% to 50% less than traditional advisors charge for investments alone.

Fees typically between 1.00% to 2.00% for only investment advice.