Assets Under Management
$2.3B
Number of Clients
982
Number of Advisors
49
Average Client AUM
$2.4M
AUM per Advisor
$47.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Valley Wealth Managers offers investment management through Hallmark Investment Strategies, financial planning services, and wrap fee advisory programs. Investment strategies are tailored to client needs and risk tolerance. Financial planning covers various topics, including retirement, estate, and tax planning. Wrap programs offer different investment options.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate.
80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652