Valorem Difference: Set Fee Pricing + High Quality Service
Industry Standard investment management as % of assets is divorced from value-add
The standard fee structure is a % of assets managed, e.g., 1%, but why should a client with $2 million be charged 2x what a client with $1 million is charged, when the same level of service is provided?
Excessive fees compound negatively over time.
"The miracle of compounding returns is overwhelmed by the tyranny of compounding costs." Jack Bogle
Valorem Solution
Set-fee pricing, regardless of the size of a client's investment portfolio
Valorem Value-Add
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