Michele Delsordo is a registered investment advisor at Vanderbilt Advisory Services, based in Tampa, FL, with 16 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michele serves as an executor of an estate, which is not investment related. This activity requires minimal time.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Psi Advisors, LLC
Psi Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations1 state
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.