Dustin Fadenrecht is a registered investment advisor at Veridan Wealth, based in West Linn, OR, with 4 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 232 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
1742 Willamette Falls Dr, West Linn, OR, 97068
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Regulatory History (1)
Financial
June 2016Employment History
Current Registrations
Veridan Wealth
Previous Registrations
Ameriprise Financial Services, LLCBroker
Key Investment Services LLCBroker
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.