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 |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums for Hallmark Investment Strategies are typically not negotiable, but VWM retains the right to modify fees.
Fee Estimator
For Hallmark Investment Strategies, fees are based on a percentage of assets under management. The minimum quarterly fee is $1,250. Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Financial planning is billed hourly at $200 per hour. Wrap program fees are negotiable. Fees and minimums for Hallmark Investment Strategies are typically not negotiable, but VWM retains the right to modify fees.
Areas of Practice
Advisor Information
Office location
80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652
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.
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Charles is the President/Managing Member of Hole in One Enterprises, LLC, established to hold personal real estate holdings, dedicating minimal time. He is also a voluntary Associate Board Member at Baptist Health South Miami Hospital, spending a few hours per week coordinating fundraising events.