The Valente Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Valente Group, LLC provides individualized financial planning and portfolio management to individuals, high‑net‑worth clients, and business entities and may recommend independent investment managers as part of implementation. Clients receive written financial plans and ongoing account oversight, with custodial statements delivered at least quarterly.
The firm constructs tailored asset allocations and emphasizes principles of value, safety, and quality, placing particular weight on risk control and loss avoidance while seeking global investment opportunities. Investment selection draws on both fundamental and technical analysis, and accounts are reviewed quarterly with annual client meetings to update objectives and circumstances.
The brochure highlights two features that distinguish the firm from many peers: it reports managing approximately $19 million in client assets predominantly on a non‑discretionary basis as of December 31, 2024 (so clients retain prior approval for trades), and the principal maintains a licensed insurance practice (property/casualty and life/health) that generates separate commissions. The firm also discloses that the principal spends time consulting on non‑securities business matters and identifies these other activities as potential conflicts of interest that it seeks to mitigate.
Client services
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: gradually decreasing from 1.50% to 1.00% $1,000,001+: 1.00%
Minimum fee: Financial planning fixed fee ranges from $500 to $15,000, negotiable Fee-only: Fixed fees for financial planning services from $500 to $15,000, negotiable
Main office
Herkimer NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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