| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The annual rate based on the Fee Schedules are negotiable fees.
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
Get directionsNo 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.
Learn about disclosures →Thomas is the president of multiple Valley National entities, providing management services, tax preparation, selling insurance, and managing real estate. He also manages several LLCs and provides services to corporations, dedicating about a quarter of his time to real estate development.