About VALHALLA ADVISORS LLC
At VALHALLA ADVISORS LLC, their team of experienced financial professionals are dedicated to providing personalized guidance and support to help clients achieve their financial goals. With a commitment to upholding the highest ethical standards, VALHALLA ADVISORS LLC operates as a fiduciary, always putting their clients’ best interests first.
How does the advisor help clients – Key Takeaways:
- Customized financial planning and investment strategies
- In-depth analysis of clients’ current financial situation and long-term goals
- Regular portfolio monitoring and adjustments to reflect market changes and client needs
- Guidance on retirement planning, tax strategies, and estate planning
Facts and Insights
VALHALLA ADVISORS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As of December 2021, the firm has over $1 billion in total assets under management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM ($) |
|---|---|---|
| 2005 | 12 | 1,051,000,000 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Education funding
Client Types
VALHALLA ADVISORS LLC primarily works with individuals, families, and small business owners. They also offer services to pension and profit sharing plans, trusts, estates, charitable organizations, and corporations.
Fees & Compensation
VALHALLA ADVISORS LLC charges a percentage of assets under management as their fee. The exact percentage may vary depending on the type and size of the client’s account. For detailed information on fees, clients can refer to the firm’s Form ADV. The firm does not receive any additional compensation from third-party providers, ensuring their recommendations are unbiased.
Background
VALHALLA ADVISORS LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. He leads a team of advisors who are all dedicated to providing exceptional financial planning and investment management services to their clients.
Financial Advisor Disclosures to Know
VALHALLA ADVISORS LLC has a clean regulatory record, with no disciplinary actions or criminal charges against the firm or its advisors. The firm is also transparent with its fees and compensation structure, fully disclosing all potential conflicts of interest to clients.
In conclusion, VALHALLA ADVISORS LLC is a reputable financial advisor that takes a personalized and comprehensive approach to helping clients achieve their financial goals. With years of experience and a commitment to acting in their clients’ best interests, they are a reliable choice for individuals, families, and small business owners seeking professional financial guidance.