David Gerdt is a CFP-designated registered investment advisor at Van Der Noord Financial Advisors, INC., based in Greer, SC, with 13 years of industry experience. David 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, High Net Worth, and 4 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.18% |
| $2.0M - $2.3M | 1.12% |
| $2.3M+ | 1.12% |
Blended fee rate combining financial advisory and investment management fees. Rates decrease for portions above $2,250,000 based on a sliding scale.
Fee Estimator
Location
The Village at Thornblade, 420 the Parkway, Suite G2, Greer, SC, 29650
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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 →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.
Exams
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