Donna Young is a registered investment advisor at Valley National Advisers INC, based in Bethlehem, PA, with 40 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,320 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. VNA receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account if a client participates in the cash management program from Flourish. This fee is deducted from the Client’s overall APY. This fee is not negotiable. This account is separate from VNA’s portfolio management fee.
Fee Estimator
Location
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
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Regulatory History
No 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 →Employment History
Current Registrations
Valley National Advisers INC
Valley National Investments, INC.Broker
Previous Registrations
Valley National Advisers INC
Janney Montgomery Scott INC.Broker
State Registrations1 state
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