Danae Oldenburg
Danae Oldenburg is a registered investment advisor at Oldenburg Investment Professionals, based in St Thomas, VI, with 16 years of industry experience. Danae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 19 clients with $4.5M 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 $1.0M | 2.00% |
| $1M+ | 1.00% |
Oldenburg Investment will quote an exact fee to the client that will be agreed upon prior to entering into a contract with any client. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. Legacy Holdings: Oldenburg Investment will charge a minimal administrative fee of 0.1% annually.
Fee Estimator
Location
Norre Gade 40A & 40Ca, 16, St Thomas, VI, 00802
Get directionsHistory
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 Activities
Danae owns rental properties and is a licensed attorney in Florida and the US Virgin Islands. These activities are not investment-related.
Employment History
Current Registrations
Oldenburg Investment Professionals
Previous Registrations
Oldenburg Investment Professionals
Oldenburg Investment Professionals
Oldenburg Financial
Thrivent Investment Management INC.
State Registrations1 state
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.