Michael Roper is a registered investment advisor at Valley National Advisers INC, based in Johnstown, PA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 1,391 clients with $1.3B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable. Cash is included in chargeable assets. Accounts held directly at American Funds or Nationwide Advisory Solutions are subject to an annual percentage not to exceed 1%.
Fee Estimator
Location
1837 Goucher Street, Suite 2, Johnstown, PA, 15905
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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 →Other Business Activities
Michael is a board member for Lee Initiatives and Walnut Management Corp since 2021. He attends bi-monthly meetings, dedicating minimal time during both business and non-business hours.
Employment History
Current Registrations
Valley National Advisers INC
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.
Exams
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