WV
WV
Warren Vanotterloo
8 Years of Experience
Hillsboro, OR
1 Disclosure
Warren Vanotterloo is a registered investment advisor at Acentrus Financial Partners LLC, based in Hillsboro, OR, with 8 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$259K average
Assets Under Management
$11.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hillsboro, OR
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
May 2013Employment History
Current Registrations
Acentrus Financial Partners LLC
April 2017 - Present · 9 yrs
State Registrations2 states
ORWA
Advisor
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
No exam information available for this advisor.