TrueAdvisor
TrueAdvisor
DC
DC

David Zachary Chesir

Valley Wealth Managers, INC.
23 Years of Experience
1 DisclosureBroker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Valley Wealth Managers, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
982 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $15.0M0.60%
$15.0M - $50.0M0.60%
$50.0M - $100.0M0.50%
$100M+0.40%

Fees for fixed income only accounts are discounted at 50% of the prevailing rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000

Location

80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Valley Wealth Managers, INC.
July 2023 - Present · 2 yrs 7 mos
Valley Financial Management, INC.Broker
December 2001 - Present · 24 yrs 2 mos
Previous Registrations
Valley Financial Management, INC.
March 2006 - July 2023 · 17 yrs 4 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.