Valley Wealth Managers offers investment management through its Hallmark Investment Strategies, financial planning services, and wrap fee advisory programs. Financial planning covers asset allocation, retirement, cash flow, executive planning, insurance, estate, education, and philanthropic planning. Wrap programs include discretionary and non-discretionary options using ETFs, mutual funds, and individual securities.
Assets Under Management$2.3B
Clients982
Advisors50
Avg. per Client$2.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
50 Advisors at this firm
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