JV
JV

James Vandenberg

8 Years of Experience
Cedar Rapids, IA
Broker

James Vandenberg is a registered investment advisor at RBC Capital Markets, LLC, based in Cedar Rapids, IA, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

201 First Street Se, Suite 610, Cedar Rapids, IA, 52401-1540

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James is a passive owner and partner in B2V2 LLC, a rental property, and spends minimal time assisting with remodels and finding renters. He also owns another rental property, dedicating minimal time to finding tenants, collecting rent, and arranging maintenance.

Employment History
Current Registrations
RBC Capital Markets, LLC
August 2017 - Present · 9 yrs 1 mo
RBC Capital Markets, LLC
July 2017 - Present · 9 yrs 2 mos
RBC Capital Markets, LLCBroker
July 2017 - Present · 9 yrs 2 mos
State Registrations42 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
James Vandenberg - Financial Advisor | TrueAdvisor