6. Valeo Disclosure After spending a few minutes on our site you have hopefully gathered a sense of our desire to offer a model of the way financial planning will be done in the future. Basing our fees on the clients net worth, limiting the number of clients we are working for, and the open disclosure of our fees are just a few things that differentiate us from our competitors. As you compare our firm to others, you will notice that most firms do not provide the links below to help you with your comparison. Yet another unique aspect of our model is the complete and absolute disclosure of material facts. Please click here if you have any questions. Thank you again for visiting our website.
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