Valorem LLC fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 17, 2026, Valorem LLC charges an annual fee of $15,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $15,000⁠-⁠$20,000/yr; “Wealth management fees range from $15,000 to $20,000 annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $15,000-$20,000 is above the New York median of $6,250. 84% of the 80 other New York planners that publish an annual fee charge less.
18 of the 22 other planners in New York that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $54,254,178
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 339215
Website: valoremwealth.com (opens in new tab)
Phone: (917) 837-8846

Can advise clients in 2 states: New Jersey, New York

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