Van Nostrand Wealth Management LLC is a registered investment advisor based in San Diego, California. The firm provides discretionary and non-discretionary investment management alongside financial planning and consulting services. When building a portfolio, Van Nostrand Wealth Management primarily utilizes mutual funds and exchange-traded funds, tailoring asset allocation to match each client's specific goals and risk tolerance. For financial planning, clients work with a planner to review their net worth, cash flow, insurance, employee benefits, retirement goals, college savings, and estate planning needs. Van Nostrand Wealth Management requires a minimum investment of $1,000,000 for new clients, though clients with more than $1 million under management receive financial planning services included at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for clients with portfolio values above $10,000,000 are negotiable. Financial planning is included for clients with more than $1 million under management.
