Valley Wealth Management (VWM) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. VWM creates an Investment Policy Statement for each client. VWM may provide advisory services through programs sponsored by LPL Financial LLC. VWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities, although VWM primarily recommends ETFs and mutual funds.
Assets Under Management$110M
Clients347
Advisors1
Avg. per Client$320K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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