Todd Vandenburg
Todd Vandenburg is a registered investment advisor at Vandenburg Capital Management, based in Weatherford, TX, with 21 years of industry experience. Todd 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 94 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. Fees for households with a combined assets under management of $7,000,000 or more may be negotiable.
Fee Estimator
Location
Weatherford, TX
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2017Customer Dispute
August 2011Customer Dispute
May 2011Customer Dispute
September 2010Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Todd is a director of the H&R Peters Family Foundation and an author. He also owns Vandenburg Financial and Insurance Services, offering insurance services and dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Vandenburg Capital Management
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Investment Advisors
Proequities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.