Andrew Wallach is a registered investment advisor at Wallach Planning & Investments, based in Norfolk, VA, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 41 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wallach Planning & Investments manages investments through a wrap fee program. The annual fee ranges from 0.376% to 1.6% of your portfolio, calculated quarterly. This fee covers investment advice, risk management, and trading/custody services. The fee is lower for investments in cash, money market funds, bonds, mutual funds, and ETFs compared to stocks. Formal financial planning is not included in this program and requires an additional hourly fee.
Location
Norfolk, VA
Get directionsHistory
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
Wallach Planning & Investments
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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.