Andrew Vanderschaaf is a registered investment advisor at Aspire Wealth, based in Caledonia, MI, with 9 years of industry experience. Andrew 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, Insurance Planning, and 3 more. Their firm serves 140 clients with $74M 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 | 1.25% |
Annual management fee is up to 1.25% and is negotiable based on account size. Clients may aggregate accounts to achieve a lower rate.
Fee Estimator
Location
5659 N Kraft Lake Dr, Caledonia, MI, 49316
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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
Andrew is the Director of Business Development/IAR at Advisor 123 LLC, providing signals to other investment advisors, dedicating nearly full-time hours. He is also an IAR at Aspire Wealth, providing investment advisory services, dedicating about a quarter of his time.
Employment History
Current Registrations
Aspire Wealth
Advisor 123 LLC
Previous Registrations
Formula Folio Investments
Retirement Wealth 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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