Valor Advisors LLC

CRD#171358
Investment Advisor Firm

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Learn more about Valor Advisors LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Valor Advisors LLC operates as a financial advisor company that has its headquarters in Miami, Florida. The company has $2.7 billion in assets under management throughout 59 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The company has a small team, including 9 financial advisors. Valor Advisors LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and equities.

    Valor Advisors LLC oversees five of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices for the client's account without requiring the customer's authorization. The firm also oversees 54 non-discretionary accounts totaling $2.4 billion in assets. The firm's typical account size is $45.1 million. An average advisor at Valor Advisors LLC oversees around seven client accounts, making it one of the more individualized advisor firms in the country.

    The firm's main office is located at 1441 Brickell Avenue, Miami, Florida 33131. The company is legally permitted to provide services to customers throughout 2 states, including Florida and Texas.

    Assets Under Management

    $2.7 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    1441 Brickell Avenue
    Miami, FL 33131

    Valor Advisors LLC by the Numbers

    Total Assets Under Management

    $2.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    16

    National Average: 64
    Total Number of Accounts

    59

    National Average: 375,227
    Average Account Size

    $45.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice largely vary depending on the type of services provided. Fees charged by the firm can be comprised of the following fee structures: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm caters to high net worth investors. Out of its 59 customers, Valor Advisors LLC's biggest client group is high net worth investors, but it also manages money for 58 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 86% of the company's clients are from outside of the U.S.

    • High-Net-Worth Individuals* - 100%
    • Other Individuals - 0%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Valor Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Valor Advisors LLC

    Claudia Teran
    Miami, FL
    Francisco Secada Tubino
    Miami, FL
    Gonzalo Mendoza
    Miami, FL

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