Mark Vanderpol is a CFA, CFP-designated registered investment advisor at Vanderpol Investments L.L.C., based in Caledonia, MI, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $110M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1723 68th St. Se, Suite B, Caledonia, MI, 49316
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
Mark is the managing member of Celestial Divide, an inheritance division assistance SaaS LLC. He is also a licensed health and life insurance agent, but only for advising purposes and does not sell insurance products or receive compensation from sales.
Employment History
Current Registrations
Vanderpol Investments L.L.C.
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.