VALEO FINANCIAL ADVISORS, LLC
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE
|Percentage of AUM||Yes||84 Firms||Yes|
|Hourly Charges||No||74 Firms||No|
|Subscription Fees||No||85 Firms||No|
|Fixed Fees||No||62 Firms||Yes|
|Performance Based Fees||Yes||51 Firms||No|
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