Assets Under Management
$1.1B
Number of Clients
1,320
Number of Advisors
12
Average Client AUM
$857K
AUM per Advisor
$94.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Valley National Advisers Inc. offers investment advisory services on a discretionary and non-discretionary basis, utilizing software like Morningstar and Tamarac. They also provide financial planning services, estate analysis, and consulting services. The firm manages portfolios on an individualized basis and may recommend unaffiliated independent investment managers.
| 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