Valley National Advisers manages investment portfolios and offers personalized financial planning for individuals, families, businesses, and institutions. Valley National Advisers builds portfolios tailored to each client's goals using individual securities, mutual funds, exchange-traded funds, and third-party managers. The firm's services cover retirement planning, tax planning, estate analysis, cash management, and socially responsible investing. Clients can also access affiliated services for accounting, tax preparation, brokerage, and insurance through related entities. Valley National Advisers primarily recommends Charles Schwab as the custodian for client investments.
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%.