Valley Financial Management, INC.
Assets Under Management
$55K
Number of Clients
85
Number of Advisors
44
Average Client AUM
$647.059
AUM per Advisor
$1K
Compensation
Fee-Only (AUM)
About This Firm
Valley Financial Management (VFM) offers the Valley Digital Investor Program, a wrap fee program providing professional investment advisory services through an online platform. VFM's advice is based on client's age, financial profile, goals, time horizon, and risk tolerance, using ETFs in six model portfolios. Accounts are managed on a discretionary basis.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.50% |
Annual advisory fee of 0.50%.
Fee Estimator
VFM charges an annual asset-based advisory fee of 0.50% (fifty basis points) of the assets in your account. This fee is calculated and paid quarterly in advance. The advisory fee covers all trading and advisory charges, but does not include ETF fees, Valley National Bank fees for money movements, or Pershing fees. A minimum initial investment of $1,000 is required.
Areas of Practice
Location
350 Madison Ave., New York, NY, 10017