Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Valley Wealth Managers discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (March 31, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 31, 2026): “VWM’s annual investment management fee for the VWM Investment Strategies is charged as a percentage of a client’s assets under management, generally in accordance with the following fee schedule: Assets Under Management (Ranges) Annual Rate Quarterly Rate First $500,000 $0-$500,000 1.25% 0.3125% Next $2.5 million or portion $500,001 $3,000,000 1.00% 0.2500% Next $2 million or portion $3,000,001 $5,000,000 0.80% 0.2000% Next $10 million or portion $5,000,001 $15,000,000 0.65% 0.1625% Next $10 million or portion $15,000,001 $25,000,000 0.60% 0.1500% Next $25 million or portion $25,000,001 $50,000,000 0.55% 0.1375% Balance over $50 million $50,000,001 + 0.50% 0.1250% Minimum Quarterly Fee: $1,250 per quarter”
Note: CRD 108879 independently re-verified ACTIVE/isSECRegistered=Y, Paramus, NJ. The firm’s default advisory offering, VWM Investment Strategies, requires only a $100,000 minimum account size, below all balances modeled here; a separate wrap program priced under a different brochure was not used.
- First $500,000: 1.25%
- Next $2.5 million or portion ($500,001-$3,000,000): 1.00%
- Next $2 million or portion ($3,000,001-$5,000,000): 0.80%
- Next $10 million or portion ($5,000,001-$15,000,000): 0.65%
- Next $10 million or portion ($15,000,001-$25,000,000): 0.60%
- Next $25 million or portion ($25,000,001-$50,000,000): 0.55%
- Balance over $50 million ($50,000,001 or more): 0.50%
Minimum annual fee: $5,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $11,250 | 1.12% |
| $2,000,000 | $21,250 | 1.06% |
Each balance is billed at 1.25% on the first $500,000 and 1.00% on the portion from $500,000 up to $3,000,000, applying each marginal bracket only to the assets within it, then floored at the brochure’s own stated $1,250-per-quarter minimum ($5,000 annualized).
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Valley Wealth Managers’s own published rate runs $6,250 a year.
Comparing Valley Wealth Managers against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039017
- SEC Investment Adviser Public Disclosure, Valley Wealth Managers, Inc. (CRD #108879): https://adviserinfo.sec.gov/firm/summary/108879
- Valley Wealth Managers, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/108879/PDF/108879.pdf
Methodology. This page was built September 28, 2026, drawing on Valley Wealth Managers’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Valley Wealth Managers instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Valley Wealth Managers review.
Is Valley Wealth Managers a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Valley Wealth Managers’s minimum investment, straight from its own Form ADV Part 2A brochure.