David Zachary Chesir

Valley Wealth Managers, INC.

23 Years of Experience

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Firm Information

Valley Wealth Managers, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

49 advisors

Number of Clients

982 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Hourly Rate:Up to $200/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Advisor Information

Office location

80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652

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Regulatory History (1)

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