Valley Wealth Managers offers a variety of investment management strategies, financial planning services, and wrap fee advisory programs for individuals, families, and institutional clients. The firm manages investment portfolios using strategies tailored to each client's risk tolerance, time horizon, and goals, allocating assets across equities, bonds, and cash. Valley Wealth Managers builds portfolios primarily using individual stocks and bonds, alongside exchange-traded funds and mutual funds. In addition to investment management, the firm provides comprehensive or modular financial planning covering retirement, cash flow, taxes, estate planning, and insurance. Valley Wealth Managers operates as a wholly owned subsidiary of Valley National Bank.
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.