Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $100,000 for a VWM Investment Strategies account. Valley Wealth Managers’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Valley Wealth Managers’ own published fee schedule works out to $5,000 a year.
Account minimums at comparable advisory firms: Brown Advisory Minimum Investment (2026), Buckingham Strategic Wealth Minimum Investment (2026) and Busey Capital Management Minimum Investment (2026).
The minimum, in the firm’s own words
“VWM requires new clients in an equity or fixed income Investment Strategy to have a minimum account size of $100,000. VWM, in its sole and absolute discretion, retains the right to reduce or waive these minimum account sizes.”
On waivability: “VWM, in its sole and absolute discretion, retains the right to reduce or waive these minimum account sizes.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| a VWM Investment Strategies account | $100,000 | $5,000 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, March 31, 2026 | |||
Valley Wealth Managers’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $6,250 |
| $1,000,000 | $11,250 |
| $2,000,000 | $21,250 |
What else to know
The $5,000-a-year minimum fee is what actually prices the fee table below at $100,000 and $250,000, since 1.25% of either balance alone falls short of it: “The fees and minimums for VWM Investment Strategies are typically not negotiable, but VWM retains the right to modify fees, including minimum annual fees and minimum account sizes, in its sole and absolute discretion, on a client-by-client basis, based on the size, complexity and nature of the investment management or financial planning services provided.”
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Valley Wealth Managers’ own published fee schedule runs $6,250 a year; see the full dollar breakdown from Valley Wealth Managers’ own fee disclosure across several account sizes. Read our full review of Valley Wealth Managers before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Valley Wealth Managers, or 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, quoting directly from Valley Wealth Managers’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.