Gerard Vanderzanden
Gerard Vanderzanden is a ChFC-designated registered investment advisor at Halo Investment Services, LLC, based in Dublin, CA, with 27 years of industry experience. Gerard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee charged to the advisor is 1.5%, which is negotiable. Fees are paid quarterly in arrears.
Fee Estimator
Location
Dublin, CA
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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 ActivitiesSells Insurance
Gerard is an independent insurance agent with Jerry Vanderzanden Insurance Services, dedicating a few hours per week. He is also involved with several other entities, including WSLV, LLC, CAIPS, LLC, Life Insurance Consumer Advocacy Center, NAIFA - Silicon Valley Chapter, and The Ethical Edge Inc., spending minimal time on each.
Employment History
Current Registrations
Halo Investment Services, LLC
Halo Securities, LLC
Halo Securities, LLCBroker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Greenbook Investment Management, INC.
First Allied Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Foresters Equity Services, INC.Broker
American General Securities IncorporatedBroker
State Registrations51 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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