Terry Vandelinde
Terry Vandelinde is a ChFC-designated registered investment advisor at Vip Planners, INC., based in Roanoke, VA, with 42 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 209 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $1,500 may apply. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
1502 Franklin Rd., Sw, Roanoke, VA, 24016
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2002Regulatory
May 1980Other Business ActivitiesSells Insurance
Terry is a licensed agent for life and health insurance, dedicating a few hours per week to these duties. Terry also performs miscellaneous financial planning work for a few hours per week.
Employment History
Current Registrations
Vip Planners, INC.
Previous Registrations
Ascend Financial Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.