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Updated September 28, 2026. Quick answer: Valmark Advisers discloses a tiered schedule starting at 1.95% in its Form ADV Part 2A (June 2026). Converted to dollars, that runs up to $9,750 a year on a $500,000 account (the most its brochure allows; it says the advisory fee is negotiated below that); see the full table below for $250,000, $1 million and $2 million.
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The published numbers
From the Form ADV Part 2A (June 2026): “These fees charged to the Client by Valmark and/or the IAR will not exceed these established percentages: Average Account Balance Total Annual Fee Will Not Exceed Less than $1,000,000 1.95% $1,000,001 to $2,000,000 1.75% $2,000,001 and above 1.50%”
Note: CRD 108050 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant is ValMark Advisers, Inc. of Akron, Ohio, the advisory arm of ValMark Securities, and it presents itself as Valmark Advisers. The firm reports about $10.17 billion in assets under management as of December 31, 2025. The priced schedule is the ACCESS program maximum, and the brochure says the firm provides portfolio management primarily to individuals, including high net worth individuals, and generally asks for a $50,000 initial ACCESS investment.
- $0-$1,000,000: 1.95%
- $1,000,001-$2,000,000: 1.75%
- $2,000,001 and above: 1.50%
The schedule is the maximum total annual fee for the firm’s proprietary ACCESS program, and it covers what both Valmark and the adviser representative charge. The brochure says the actual advisory fee is negotiated between the client and the representative and that Valmark may reduce or waive it. Clients pay additional trading costs and brokerage fees set by the custodian, and mutual funds and ETFs charge internal management fees that are in addition to the advisory fee. The VWS Strategist Portfolios program uses the same percentages for accounts of $50,000 and above, but the brochure says each strategist manager charges additional management fees there, so total cost in that program is higher.
What you would pay
| Account balance | Maximum annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | Up to $4,875 | 1.95% |
| $500,000 | Up to $9,750 | 1.95% |
| $1,000,000 | Up to $19,500 | 1.95% |
| $2,000,000 | Up to $35,000 | 1.75% |
The brochure states the fee as a set percentage of the total assets in the account, set by the average account balance, so each balance is priced at the single maximum percentage for its bracket applied to the whole balance rather than stacked by band. The printed bracket says less than $1,000,000 and the next begins at $1,000,001, so a balance of exactly $1,000,000 is priced in the lower bracket at 1.95%. The brochure discloses no minimum annual dollar fee, so no floor applies. These are maximums, not typical charges, because the fee is negotiated below them.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Valmark Advisers’s own published maximum runs up to $9,750 a year; the brochure says the advisory fee is negotiated between you and your representative and will not exceed it.
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- Form ADV Part 2A (June 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046785
- SEC Investment Adviser Public Disclosure, ValMark Advisers, Inc. (CRD #108050): https://adviserinfo.sec.gov/firm/summary/108050
- ValMark Advisers, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/108050/PDF/108050.pdf
Methodology. This page was built September 28, 2026, drawing on Valmark Advisers’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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