Valiance Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valiance Group is a state-registered investment adviser that provides portfolio management to individuals, families, and businesses and offers ERISA-compliant retirement plan consulting. The firm identifies clients’ financial goals through interviews and develops customized portfolios and participant education materials in coordination with recordkeepers, third-party administrators, and other plan service providers.
Portfolios are constructed using an analytics module and may include mutual funds, ETFs, individual equities, fixed income and allocations to third-party sub-managers; the adviser monitors and adjusts allocations to align with client risk profiles. Although the investment agreement permits discretionary authority, the brochure reports that the firm’s reported assets under management are currently handled on a non-discretionary basis, with sub-managers often responsible for trade execution and allocation.
Valiance operates as a solo practitioner with a small, concentrated client base and AUM fully reported as non-discretionary, a combination that is uncommon among independent RIAs. The firm’s mix of individual wealth management together with retirement-plan consulting and reliance on third-party sub-managers (which may use leverage) shapes an operational model centered on advisory and implementation through external providers.
Client services
Expertise
Fee options
Fixed fee arrangements are negotiated and billed quarterly; used for short-term or transactional advisory services.
$0 - $100,000: 2% $100,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%
Hourly rate is $125 per hour; for retirement plan services hourly rate typically ranges from $100 to $350 per professional.
Fee-only: Hourly rate of $125 per hour; fixed fee arrangements may be negotiated for certain services.
Main office
Mentor on the Lake OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Valiance Group · Valiance Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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