Advisor at Valley Wealth Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Managers, Inc.
Location
Paramus, NJ 07652
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Leanne Polizzano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Valley Wealth Managers, Inc. She has worked at Hallmark Capital Management Inc. since 2016 and previously spent nine years at New Century Asset Management, Inc. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis to guide equity selections.
Based on Valley Wealth Managers, Inc.
Based on Valley Wealth Managers, Inc.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually
Financial planning services at $200 per hour
Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour
80 East Ridgewood Ave, Suite 3
Paramus, NJ 07652
New Jersey
Hallmark Capital Management Inc
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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