Valley Wealth Managers, INC.
Assets Under Management
$2.3B
Number of Clients
982
Number of Advisors
49
Average Client AUM
$2.4M
AUM per Advisor
$47.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
VWM offers investment management through Hallmark Investment Strategies, financial planning services, and wrap fee advisory programs. Investment strategies are tailored to client needs and risk tolerance, allocating assets among equities, bonds, and cash. Financial planning covers various topics, and VWM collaborates with clients to update plans as needed.
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
Location
80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652