James Vanderbeek
James Vanderbeek is a registered investment advisor at Connect Financial Advisors, based in Providence, UT, with 20 years of industry experience. James 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, High Net Worth, and 4 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable between 0.50% and 2.00% annually based on account size, number of accounts, and management style, and are billed monthly in advance.
Fee Estimator
Location
Providence, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
James owns rental properties and spends minimal time managing Vanel Management LLC, a management company for rental properties. He also owns Vancor Inc. and spends a few hours per week on non-variable insurance activities.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Keystone Wealth Advisors
Vanderbeek Advisors LLC
LPL Financial LLC
Allegis Advisors, INC.
State Registrations2 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.
Exams
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