Validea Capital Management

Validea Capital Management at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 36 individual clients, 23 of them high net worth.
• Its average account is about $1.5 million (assets it manages divided by its 36 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Validea Capital Management fees

Validea Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Jack Forehand

  CFP · CFA