Advisor at Wallach Planning & Investments
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Firm
Wallach Planning & Investments
Location
Norfolk, VA
Credentials
Series 66
Industry experience
23 years
Andrew Wallach is the sole advisor at Wallach Planning & Investments in Norfolk, VA, holding a Series 66 designation with 23 years of industry experience. He has led Wallach Planning & Investments since 2003. The firm provides investment advisory and financial planning services to individual clients and trusts, offering a wrap separate account program that consolidates advisory, custody, and brokerage execution. Portfolios are generally managed on a discretionary basis using various analytic methods, with continuous monitoring and formal annual reviews.
Based on Wallach Planning & Investments
Under $100,000 - $99,999: 0.400% quarterly fee on stock portfolio, 0.200% quarterly fee on mutual funds/ETFs $100,000 - $499,999: 0.300% quarterly fee on stock portfolio, 0.163% quarterly fee on mutual funds/ETFs $500,000 - $999,999: 0.250% quarterly fee on stock portfolio, 0.125% quarterly fee on mutual funds/ETFs $1,000,000 - $1,999,999: 0.225% quarterly fee on stock portfolio, 0.113% quarterly fee on mutual funds/ETFs $2,000,000 - $4,999,999: 0.188% quarterly fee on stock portfolio, 0.094% quarterly fee on mutual funds/ETFs $5,000,000+: Negotiable
Financial planning services at $50 per hour, billed in six-minute increments, negotiable fees.
Account minimum: $100,000 Fee-only: Financial planning services offered at $50 per hour, billed in six-minute increments, fees negotiable.
Norfolk, VA
Virginia
Wallach Planning & Investments
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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