Van Nostrand Wealth Management (VWM) offers both investment management and financial planning services. Investment management is tailored to the client's goals and risk tolerance, with both discretionary and non-discretionary options. Financial planning includes establishing goals, analyzing financial information, and providing a detailed plan. Clients with over $1 million in assets under management receive financial planning included in their investment management fees.
Assets Under Management$60M
Clients50
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for clients with AUM above $10,000,000 are negotiable. Clients who place greater than $1 million in assets under VWM’s management will receive Financial Planning Services included in the fees for Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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