Valoir Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valoir Wealth advises individuals, trusts, corporations and employer-sponsored retirement plans through asset management, comprehensive portfolio management, financial planning and retirement plan consulting. Client portfolios may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, with ongoing monitoring and periodic rebalancing.
The firm’s investment process integrates multiple analysis methods — including fundamental, quantitative, technical, sector and cyclical analysis — alongside asset-allocation frameworks (strategic, dynamic/tactical and core-satellite) and duration management. Portfolios may employ derivatives and options, and the firm discloses use of margin and short-sale strategies where appropriate, while operating under a fiduciary standard and providing written plans or reviews on request.
Distinctive features called out in the brochure include a formal retirement plan consulting practice that addresses ERISA-focused matters such as annual investment and administrative reviews, ERISA §404(c) compliance evaluations, QDIA selection support and participant education. The brochure also notes a firm representative holds an insurance license (with an explicit statement that insurance products will not be offered through the firm) and discloses the use of derivatives/options within managed accounts — practices that are less common among independent peers.
Client services
Expertise
Fee options
Flat fees up to $15,000 for financial planning and consulting
Maximum annual fee of 1.9%, billed quarterly in advance based on account value
Hourly fees up to $250/hour for financial planning and consulting
Fee-only: Hourly fees up to $250/hour; flat fees up to $15,000 for financial planning and consulting
Main office
Miami FL, United States
Most active in
Florida · Missouri · Texas
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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