Andre Roitman is a registered investment advisor at Valley Wealth Managers, INC., based in Paramus, NJ, with 16 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $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 are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652
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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 →Other Business Activities
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.
Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Valley Financial Management, INC.
Efg Capital InternationalBroker
State Registrations20 states
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