Donald Vandenbord is a registered investment advisor at Revere Asset, based in Allen, TX, with 11 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 501 clients with $410M 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 | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Fixed income only accounts: 0.2% to 0.5%.
Fee Estimator
Location
825 Watters Creek Blvd, Suite 385, Allen, TX, 75013
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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
Donald is the owner of Grotection, Inc. since 2013, managing his own portfolio and finances, dedicating minimal time to this activity.
Employment History
Current Registrations
Revere Asset
Previous Registrations
Camarda Wealth Advisory Group
State Registrations2 states
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