Marc Pershan
Marc Pershan is a registered investment advisor at Valley Wealth Managers, INC., based in Chicago, IL, with 34 years of industry experience. Marc 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
1 North LaSalle Street, Chicago, IL, 60602
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
Marc serves on the Advisory Committee for Chicago Neighborhood Housing Services, a non-profit supporting low-income housing. This involves minimal time each month, assisting with strategic planning and advising on business growth.
Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Valley Financial Management, INC.
Kingsbury Capital Investment Advisors LLC
Broadmark Capital, LLCBroker
Brewer Financial Services, LLCBroker
Chicago Investment Group, LLCBroker
Usf Securities, L.P.Broker
Usf Advisors, LLC
Ontario Street Investments LLC
Sterling Portfolio Allocation Service INC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Friedberg Mercantile Group, INC.Broker
Citicorp Financial Services,inc.Broker
Citicorp Investment ServicesBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.