Daniel Bernzweig
Daniel Bernzweig is a CFA-designated registered investment advisor at Valley Wealth Managers, INC., based in New York, NY, with 25 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 969 clients with $2.7B 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 $500K | 0.00% |
| $500K - $3.5M | 1.25% |
| $3.5M - $5.5M | 1.00% |
| $5.5M - $15.5M | 0.80% |
| $15.5M - $25.5M | 0.65% |
| $25.5M - $50.5M | 0.60% |
| $50.5M - $75.5M | 0.55% |
| $75.5M+ | 0.50% |
Fixed income only accounts have a separate schedule: first $3M at 0.0%, next $2M at 0.50%, and balance over $5M at 0.30%. Minimum quarterly fee is $1,250 for all accounts.
Fee Estimator
Location
350 Madison Avenue, New York, NY, 10017
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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 →Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.
Valley Financial Management, INC.
Valley Financial Management, INC.Broker
State Registrations6 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.
Exams
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