Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The annual rate based on the Fee Schedules are negotiable fees.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). The firm considers cash to be an asset class, therefore chargeable assets under management includes cash balances in our fee calculation which may exceed current money market yields. The minimum assets under management for new relationships is $500,000. Accounts managed and held direct at American Funds or Nationwide Advisory Solutions are subject to an annual percentage, not to exceed 1%. VNA receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account if a client participates in the cash management program from Flourish. Financial evaluations may also be performed when a client’s needs relate to a specific financial area mentioned above as opposed to a comprehensive financial plan. Fees for a financial analysis will range from $200/hour to $500/hour.
Areas of Practice
Advisor Information
Office location
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the president of multiple Valley National entities, providing management services, tax preparation, selling insurance, and managing real estate. He also manages several LLCs and provides services to corporations, dedicating about a quarter of his time to real estate development.