Rory Vanderheyden is a CFP-designated registered investment advisor at Intelligent Investing, based in Clayton, CA, with 6 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 66 clients with $38M 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 | 1.75% |
The annual fee is 1.75% or lower and is negotiable. An Investment Management Agreement may be executed when financial planning is not provided as part of the relationship.
Fee Estimator
Location
6200 Center St., Suite 240, Clayton, CA, 94517-1448
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Intelligent Investing
State Registrations1 state
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