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.
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Andre is a director/treasurer for Hatzalah South Florida EMS, dedicating nearly full-time hours to volunteer EMS services. He is also president/founder of Aventura Shul Corp, general manager of Tikun Realty LLC, and general manager of 3110 Aventura LLC, spending minimal time on each of these activities.