Valley View Management provides investment management services, both with and without discretion, to individuals, families, and businesses. They also offer financial planning services covering areas like education funding, retirement, estate, risk management, and tax planning. Valley View tailors its services to each client's needs and objectives, and acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Valley View Management charges a percentage of your portfolio annually for investment management services.
For accounts holding primarily stocks or a mix of stocks and bonds, the fee is 1.25% per year. For accounts holding only bonds, the fee is 0.75% per year. There is a $1,000 minimum annual fee per account, but fees may be negotiable.