CV
CFA
CV
CFA

Christopher Vanderkolk

15 Years of Experience
Derwood, MD

Christopher Vanderkolk is a CFA-designated registered investment advisor at HUB Investment Partners, LLC, based in Derwood, MD, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
6,127 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$11.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $7.0M0.75%
$7.0M - $10.0M0.50%
$10M+0.50%

Fees for accounts over $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Derwood, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher jointly owns a rental property with his wife and manages it as an AirBnb. He spends a few hours per week on property management tasks.

Employment History
Current Registrations
HUB Investment Partners, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Afs Financial Group, LLC
February 2020 - December 2024 · 4 yrs 10 mos
Commonwealth Financial Network
February 2017 - May 2020 · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2017 - May 2020 · 3 yrs 3 mos
MML Investors Services, LLC
July 2014 - April 2016 · 1 yr 9 mos
MML Investors Services, LLCBroker
June 2014 - April 2016 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2004 - February 2008 · 3 yrs 9 mos
State Registrations3 states
FLMDTX
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.