Valley Wealth Strategies (VWS) offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. VWS creates customized investment strategies based on client goals, risk tolerance, and financial situations. VWS may use internal management or independent managers. VWS also offers financial planning services covering areas like retirement, tax, and estate planning. VWS has a referral arrangement with Advisors Capital Management, LLC.
Assets Under Management$1.4B
Clients4,055
Advisors24
Avg. per Client$360K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
24 Advisors at this firm
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