David Gerdt is a CFP-designated registered investment advisor at Van Der Noord Financial Advisors, INC., based in Greer, SC, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 126 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Der Noord Financial Advisors (VFA) offers investment management services in conjunction with financial advisory services, charging a single blended fee based on the value of your investments. Clients can choose to receive only investment management, but the blended fee will not be reduced. The annual fee is calculated as follows:
- First $500,000: 1.30%
- Next $500,000: 1.25%
- Next $1 million: 1.18%
- Next $250,000: 1.12%
- Over $2,250,000: Fees decrease at certain asset levels, eventually reaching 0.00% for assets over $8,000,000.
There is no minimum annual fee for any account.
Location
The Village at Thornblade, 420 the Parkway, Suite G2, Greer, SC, 29650
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 →Employment History
Current Registrations
Van Der Noord Financial Advisors, INC.
Previous Registrations
Thf Advisors, LLC
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.