Lindsey Vardi is a registered investment advisor at Aspect Partners, LLC, based in Fairfax, VA, with 15 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 419 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspect Partners offers two investment management services:
- Asset Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.00%.
- Comprehensive Portfolio Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.25%.
Fees are calculated monthly based on the average daily value of your account and are negotiable. These fees do not include fees charged by third-party money managers, if used.
Location
2677 Prosperity Ave, Suite 380, Fairfax, VA, 22031
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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
Lindsey works as a notary, notarizing client documents as needed. This takes minimal time.
Employment History
Current Registrations
Aspect Partners, LLC
Private Client Services, LLCBroker
Previous Registrations
Almanack Investment Partners
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
First Independent Financial Services, INC.Broker
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.