Steven Loerke
Steven Loerke is a registered investment advisor at Vanderbilt Advisory Services, based in Greenwood Village, CO, with 25 years of industry experience. Steven 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
6312 S. Fiddler's Green Circle Suite 300E, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Steven is the Founder and President of Redwood Advisory Group LLC, which is used for tax and marketing purposes related to his securities business. He dedicates all of his time to this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
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.